Henry Conlon

Henry Conlon

Gestor de Cartera-Acciones en Creative Planning LLC .

Finance
Consumer Services

Perfil

Mr. Henry P.
Conlon is a Wealth Manager & Partner at Creative Planning LLC.
Prior to joining Creative Planning, Henry worked at a major national financial services firm in a variety of capacities.
In his most recent Vice President Branch Office Manager role, he worked with clients serving their investment and financial needs.
He also has vast experience serving as the Regional Vice President of Insurance and Regional Planning Consultant, where his responsibilities included serving as a subject matter expert to advisors on insurance and financial planning topics, developing financial plans for high-net-worth clients, shaping advanced financial concepts training and delivering presentations on various investment themes.
He received his undergraduate degree from the University College Dublin.

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Gestor de Cartera-Acciones 01/07/2014
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Formación de Henry Conlon.

University College Dublin Undergraduate Degree

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