Profiel
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.
Actieve functies van Linda Emilia Palonen
| Bedrijven | Functie | Begin |
|---|---|---|
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. | Portefeuillebeheerder-Aandelen | 01-02-2006 |
Opleiding van Linda Emilia Palonen
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 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 |
















