Bonnie Flood serves as a Senior Financial Assistant and is responsible for assisting Client Portfolio Managers, fulfilling client requests, and coordinating with the wealth services team.

Prior to joining the firm, Bonnie served as Senior Financial Associate for Wintrust Wealth Management. Prior to that, Bonnie spent 19 years at Citibank serving in many different capacities while building deep experience and a commitment to service.

Education and Professional Credentials

Industry Start: 1990
FINRA Series 7, 63 and 66 registrations