Greg Prokop

Gestore di Portafoglio-Azioni presso Accredited Investors, Inc.

Finance

Consumer Services

Profilo

Mr. Greg Prokop is a Wealth Manager at Accredited Investors, Inc. He is a member of Accredited’s Wealth Management group, he is responsible for developing and directing client planning strategies.
He serves as an internal resource for Accredited’s analytical planning tools, with a focus on financial independence and life insurance planning.
His background in the IT consulting industry has helped in the design and implementation of systems and processes aimed at delivering a high quality and consistent client experience.
He received his undergraduate degree from the University of Notre Dame.

Posizioni attive di Greg Prokop

Società	Posizione	Inizio
Accredited Investors, Inc. Accredited Investors, Inc. Investment ManagersFinance Accredited Investors, Inc., dba Accredited Investors Wealth Management (AIWM), is an independent. SEC-registered investment advisor and wealth management firm headquartered in Edina, Minnesota. The firm was founded by Ross Levin and Willis T. Heupel in 1987. AIWM provides advisory services to individuals and families, trusts, foundations and endowments, charitable organizations, pension and profit-sharing plans (other than plan participants), and corporations or other businesses.	Gestore di Portafoglio-Azioni	01/02/2014

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Formazione di Greg Prokop

University of Notre Dame

Undergraduate Degree

Esperienze
Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private

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Società collegate

Aziende private	1
Accredited Investors, Inc. Accredited Investors, Inc. Investment ManagersFinance Accredited Investors, Inc., dba Accredited Investors Wealth Management (AIWM), is an independent. SEC-registered investment advisor and wealth management firm headquartered in Edina, Minnesota. The firm was founded by Ross Levin and Willis T. Heupel in 1987. AIWM provides advisory services to individuals and families, trusts, foundations and endowments, charitable organizations, pension and profit-sharing plans (other than plan participants), and corporations or other businesses.	Finance