Dcio Investment Specialist (Defined Contribution Investment Only)
Current
May 2022 - Present
AeroLeads people directory · profile
Usman Khan, Cfa® Email & Phone Number
DCIO Investment Specialist at Guggenheim Partners
at
Guggenheim Partners
1 work email found
@guggenheimpartners.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
DCIO Investment Specialist at Guggenheim Partners
Location
Chicago, Illinois, United States
Who is Usman Khan, Cfa®? Overview
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Quick answer
Usman Khan, Cfa® is listed as DCIO Investment Specialist at Guggenheim Partners at Guggenheim Partners, based in Chicago, Illinois, United States. AeroLeads shows a work email signal at guggenheimpartners.com and a matched LinkedIn profile for Usman Khan, Cfa®.
Usman Khan, Cfa® previously worked as DCIO Investment Specialist (Defined Contribution Investment Only) at Guggenheim Partners and Senior Vice President - Retirement Advisory Services at Mesirow Financial. Usman Khan, Cfa® holds B.B.A., Finance from The University Of Iowa Tippie College Of Business.
Company email context
Email format at Guggenheim Partners
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*@guggenheimpartners.com
68% confidence
AeroLeads found 1 current-domain work email signal for Usman Khan, Cfa®. Compare company email patterns before reaching out.
Profile bio
About Usman Khan, Cfa®
Usman Khan, Cfa® is a DCIO Investment Specialist at Guggenheim Partners at Guggenheim Partners. He possess expertise in portfolio management, 401 retirement savings plans, retirement planning, trading, asset management and 16 more skills.
Listed skills include Portfolio Management, 401 Retirement Savings Plans, Retirement Planning, Trading, and 17 others.
Current workplace
Usman Khan, Cfa®'s current company
Company context helps verify the profile and gives searchers a useful next step.
8 roles
Usman Khan, Cfa® work experience
A career timeline built from the work history available for this profile.
Senior Vice President - Retirement Advisory Services
Aug 2020 - Jun 2021
Managing Director - Investment Services At Cibc Bank Usa
FINRA licenses:Series 7 and 66 registrations held through LPL Financial.Securities offered through LPL Financial, member FINRA/SIPC.For hyperlinks to FINRA and SIPC, please refer to 'Contact and Personal Info' section above. Insurance products offered through LPL Financial or its licensed affiliates.CIBC Bank USA and Investment Services at CIBC are not registered broker/dealers and are not affiliated with LPL Financial. The investment products sold through LPL Financial are not insured CIBC Bank deposits and are not FDIC insured. These products are not obligations of CIBC and are not endorsed, recommended or guaranteed by CIBC or any government agency. The value of the investment may fluctuate, the return of the investment is not guaranteed, and loss of principal is possible. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The LPL Financial representative associated with this page may only discuss and/or transact business with residents of the following states: Illinois
Jul 2016 - Jul 2020
Senior Associate Client Investment Officer
Aug 2014 - Jul 2016
Investment Consultant
Jul 2010 - Aug 2014
Capital Markets/Research Analyst
Feb 2008 - Jul 2010
Business Analyst
Apr 2006 - Jan 2008
Equity Trader
Spike Trading At The Chicago Mercantile Exchange
Jul 2005 - Mar 2006
2 education records
Usman Khan, Cfa® education
B.B.A., Finance
The University Of Iowa Tippie College Of Business
Education record
Glenbard South
FAQ
Frequently asked questions about Usman Khan, Cfa®
Quick answers generated from the profile data available on this page.
What company does Usman Khan, Cfa® work for?
Usman Khan, Cfa® works for Guggenheim Partners.
What is Usman Khan, Cfa®'s role at Guggenheim Partners?
Usman Khan, Cfa® is listed as DCIO Investment Specialist at Guggenheim Partners at Guggenheim Partners.
What is Usman Khan, Cfa®'s email address?
AeroLeads has found 1 work email signal at @guggenheimpartners.com for Usman Khan, Cfa® at Guggenheim Partners.
Where is Usman Khan, Cfa® based?
Usman Khan, Cfa® is based in Chicago, Illinois, United States while working with Guggenheim Partners.
What companies has Usman Khan, Cfa® worked for?
Usman Khan, Cfa® has worked for Guggenheim Partners, Mesirow Financial, Cibc Us, Northern Trust Asset Management, and Hewitt Ennisknupp, An Aon Company.
How can I contact Usman Khan, Cfa®?
You can use AeroLeads to view verified contact signals for Usman Khan, Cfa® at Guggenheim Partners, including work email, phone, and LinkedIn data when available.
What schools did Usman Khan, Cfa® attend?
Usman Khan, Cfa® holds B.B.A., Finance from The University Of Iowa Tippie College Of Business.
What skills is Usman Khan, Cfa® known for?
Usman Khan, Cfa® is listed with skills including Portfolio Management, 401 Retirement Savings Plans, Retirement Planning, Trading, Asset Management, Alternative Investments, Financial Modeling, and Asset Allocation.
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