PERSONAL STATEMENT

"I find helping clients work toward achieving their financial goals is very rewarding, and it's exciting to be surrounded by colleagues who feel the same way. I believe in developing solid relationships with clients so I have a better understanding of who they are and what is important to them. That type of information will go a long way in helping them achieve their goals."

SUMMARY OF EXPERIENCE

Dan Zalipski is an investment associate at Vantage Financial Partners Limited. He is currently being mentored by a manager in the firm in order to deepen his understanding of the investment side of the business. In particular, he is focusing on assisting in the management of the Vantage Model Portfolio (VMP) accounts.

Dan is responsible for supporting the firm through a variety of client account service activities. They include processing account paperwork, confirming the accuracy of information, establishing new accounts, and overseeing payout and distribution requests.

Additionally, Dan supports the IT needs of the firm including network oversight and maintenance of the firm's security requirements. His strong interest in technology makes him adept at problem-solving and troubleshooting. He provides in-house technical training and assistance as needed.

Dan joined the firm in 2008 shortly after graduation.

EDUCATION

Dan received his bachelor's degree in finance from Western Illinois University.

To contact Dan Zalipski, please call (847) 590-5555, Extension 110, or click here to send him an email.