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@credit-suisse.com
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1 phone found area 312
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LinkedIn matched
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Todd Gambit, Cfp®, Cdfa® is listed as President - Gambit Asset Management at Gambit Asset Management, based in Northbrook, Illinois, United States. AeroLeads shows a work email signal at credit-suisse.com, phone signal with area code 312, and a matched LinkedIn profile for Todd Gambit, Cfp®, Cdfa®.
Todd Gambit, Cfp®, Cdfa® previously worked as President at Gambit Asset Management and SVP of Mortgage Lending at Crosscountry Mortgage, Llc. Todd Gambit, Cfp®, Cdfa® holds Bachelor'S Degree, Finance from Marquette University.
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AeroLeads found 1 current-domain work email signal for Todd Gambit, Cfp®, Cdfa®. Compare company email patterns before reaching out.
Gambit Asset Management is an independent Registered Investment Advisor and Fee-Only Fiduciary. I hold designations as a Certified Financial Planner (CFP®), Certified Divorce Financial Analyst (CDFA) and Residential Mortgage Loan Officer (NMLS #1685550). I leverage 33 years of Wall Street experience in the global financial markets, working with both institutional and high net worth families as a trader and investment manager with a specialization in equity, fixed income, and derivatives solutions. Gambit Asset Management creates a family office experience that works to help you with all aspects of your portfolio. - We create and manage a customized, disciplined financial portfolio you can feel confident about for the long-term.- We work closely with your CPA as needed to help remove the burden of your tax return. - We coordinate with your estate attorney to maintain an appropriate estate plan that protects your family assets. I also carry several designations that help me maximize my value as your wealth advisor. - As a CFP®, I am trained to work with you in all phases of a financial planning process, including tax planning, employee benefits and retirement planning, estate planning, investment management and insurance. - My CDFA designation specializes in helping both the client and lawyer navigate and plan for the financial implications of a divorce. - Since your house and mortgage may likely be your biggest asset and liability, I wanted a specialty in assisting clients with this and am a licensed mortgage loan officer with CrossCountry Mortgage (NMLS #1685550).
Listed skills include Big Four Accounting Brokerage Simplification Program and Big Four Accounting Select Advisor Program.
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Greater Chicago Area
Gambit Asset Management is an independent Registered Investment Advisor and Fee-Only Fiduciary. Whatever your financial needs are, we help you create and manage a customized, disciplined financial plan you can feel confident about for the long-term.Your trust and wealth advisory needs are our primary objective. We have a passion for using our expert.
Chicago, IL
Vice President - Mortgage Lending and Corporate Benefits
Chicago, IL
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Todd Gambit, Cfp®, Cdfa® works for Gambit Asset Management.
Todd Gambit, Cfp®, Cdfa® is listed as President - Gambit Asset Management at Gambit Asset Management.
AeroLeads has found 1 work email signal at @credit-suisse.com for Todd Gambit, Cfp®, Cdfa® at Gambit Asset Management.
AeroLeads has found 1 phone signal(s) with area code 312 for Todd Gambit, Cfp®, Cdfa® at Gambit Asset Management.
Todd Gambit, Cfp®, Cdfa® is based in Northbrook, Illinois, United States while working with Gambit Asset Management.
Todd Gambit, Cfp®, Cdfa® has worked for Gambit Asset Management, Crosscountry Mortgage, Llc, Guaranteed Rate, Chicago Partners Wealth Advisors, and Bank Of Montreal.
You can use AeroLeads to view verified contact signals for Todd Gambit, Cfp®, Cdfa® at Gambit Asset Management, including work email, phone, and LinkedIn data when available.
Todd Gambit, Cfp®, Cdfa® holds Bachelor'S Degree, Finance from Marquette University.
Todd Gambit, Cfp®, Cdfa® is listed with skills including Big Four Accounting Brokerage Simplification Program and Big Four Accounting Select Advisor Program.
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