Bob Leonardo Email and Phone Number
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Bob Leonardo is a Financial Services Executive of WWM Investments, LLC in Chicago, a firm with $500 million in assets under advisement. In his role, Bob provides families and business owners with comprehensive financial planning, wealth management solutions and risk management plan design. Bob specializes in working with divorced individuals, helping them transform challenging life transitions into opportunities for growth and change. Utilizing an open and transparent process, Bob manages each client’s unique financial needs, providing protection planning and investment advisory services tailored to their objectives.Bob has worked as a financial representative since 2003, providing personalized service to clients and businesses nationally. Prior to joining WWM, Bob was ¬a Managing Director of Hoopis Group, where he was recognized as a top advisor for twelve consecutive years. Each year since 2010, Bob has been a member of the Million Dollar Round Table, which recognizes top financial services industry producers and leaders. Bob is committed to giving back to his community serving as a member of the Naperville Area Chamber of Commerce, St. Charles Chamber and Oswego Chamber. Bob received his bachelor’s degree in Economics from Villanova University. He is a Registered Representative and member of the National Association of Insurance and Financial Advisors. Bob resides in Naperville with his wife Colleen, his daughter and his two sons.
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Financial Services ExecutiveHoopis GroupNaperville, Il, Us -
Financial Services ExecutiveWwm Investments Jan 2020 - PresentI am licensed to sell insurance in IL, MI, PA, FL, TX, CO, GA, MD, & NC.I am a registered representative of and offer securities through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory Address: 30 S. Wacker Dr. Suite 2700, Chicago, IL. 60606 WWM Investments is not a subsidiary or affiliate of MML Investors Services LLC or its affiliated companies.
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Financial Services ExecutiveHoopis Group Nov 2012 - PresentChicago, Illinois, Us -
Managing DirectorHoopis Group Nov 2012 - Jan 2020Chicago, Illinois, Us -
Financial Services Representative At The Premier Wealth Group, An Office Of MetlifeThe Premier Wealth Group Jul 2011 - Nov 2012
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Financial RepresentativeNorthwestern Mutual Financial Network Dec 2008 - Jul 2011Milwaukee, Wi, UsI not only relied on my own knowledge and experience, but also on the expertise of a team of specialists available through the network. Together, we provided innovative solutions and professional direction to help clients accomplish their objectives. -
Loan OfficerThe Chase Manhattan Bank Jun 2007 - Oct 2008New York, Ny, UsThe primary objective was to service the bank branches. Managed, educated, and trained the mortgage side of banking to sixteen personal bankers at four different bank branch locations. While servicing the branch, continue to develop referral references with realtors, builders, and othersources for the purpose of originating residential loans. Remain front line contact with clients to ensure a smooth transaction while asking for referral business. -
Loan OfficerNeumark Mortgage Llc Dec 2004 - May 2007The primary objective was to service builder accounts. Trained and educated new home sales advisors on residential finance. Provided one on one and group training exercises in regards to creative finance. Produced large volumes of application intake from over twenty eight builder sites. Covered over 110 miles of new construction territory. Remain front line contact with customers to deepen relationships.
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Loan OfficerMidwest Home Funding Nov 2002 - Dec 2004Develop referral references with realtors, contractors, and other sources for the purpose of originating residential loans through ongoing sales efforts. Take mortgage applications using updated technology, conduct preliminary underwriting reviews, and submit loan applications to processing. Remain front line contact with customers and realtors to deepen relationships. Committed to deliver premier customer service in the home loan industry.
Bob Leonardo Skills
Bob Leonardo Education Details
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Villanova UniversityEconomics -
St Patricks -
St. Constance
Frequently Asked Questions about Bob Leonardo
What company does Bob Leonardo work for?
Bob Leonardo works for Hoopis Group
What is Bob Leonardo's role at the current company?
Bob Leonardo's current role is Financial Services Executive.
What is Bob Leonardo's email address?
Bob Leonardo's email address is ro****@****ase.com
What is Bob Leonardo's direct phone number?
Bob Leonardo's direct phone number is (312) 347*****
What schools did Bob Leonardo attend?
Bob Leonardo attended Villanova University, St Patricks, St. Constance.
What are some of Bob Leonardo's interests?
Bob Leonardo has interest in Children, Economic Empowerment, Education, Environment, Health.
What skills is Bob Leonardo known for?
Bob Leonardo has skills like Finance, Portfolio Management, Mortgage Lending, Sales, Financial Services, Loans, Life Insurance, Investments, Banking, Fixed Annuities, Insurance, Management.
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