Profil
Ms. Linda E.
Palonen is a Wealth Advisor at Resource Consulting Group, Inc. She joined RCG in February 2006.
She is involved in the preparation, implementation and monitoring of financial plans, as well as managing and rebalancing client portfolios.
As a part of her passion, she is specializing in serving professional athletes and their unique needs outside of their playing fields.
Ms. Palonen graduated from Stetson University with a Bachelor of Business Administration in finance.
She also obtained her MBA from Stetson University School of Business.
Linda is a member of The Financial Planning Association.
She is a Certified Financial Planner professional and has extensive experience in financial planning and investment management.
Aktiva positioner av Linda Emilia Palonen
| Företag | Position | Start |
|---|---|---|
Resource Consulting Group, Inc.
Resource Consulting Group, Inc. Investment ManagersFinance RCG employs a wide range of methods to manage portfolios and evaluate investments. They utilize an investment approach based on Modern Portfolio Theory. In making investment decisions, the firm relies on academic-based research and historical data accessed through databases. RCG analyzes mutual funds recommended to clients based on a fund’s structure, relative performance among its peer group, total operating expense ratio, portfolio turnover, investment objective and investment restrictions and limitations. | Portföljförvaltare-Aktier | 2006-02-01 |
Linda Emilia Palonens utbildningar
Erfarenheter
Innehade positioner
Aktiva
Inaktiva
Börsnoterade företag
Privata företag
Relationer
Första gradens relationer
Företag kopplade till första graden
Man
Kvinna
Styrelseledamöter
Chefer
Kopplade företag
| Privata företag | 2 |
|---|---|
Stetson University
Stetson University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Resource Consulting Group, Inc.
Resource Consulting Group, Inc. Investment ManagersFinance RCG employs a wide range of methods to manage portfolios and evaluate investments. They utilize an investment approach based on Modern Portfolio Theory. In making investment decisions, the firm relies on academic-based research and historical data accessed through databases. RCG analyzes mutual funds recommended to clients based on a fund’s structure, relative performance among its peer group, total operating expense ratio, portfolio turnover, investment objective and investment restrictions and limitations. | Finance |
















