Senior Financial Advisor
Wells Fargo Advisors Berwyn,Pennsylvania
Summary Experienced Senior Financial Advisor providing financial planning and investment strategies for...Prussia , PA Senior Financial Advisor 04/2004 to Current Implemented financial planning recommendations...Bank Philadelphia , PA Financial Advisor 11/2002 to 04/2004 Analyzed financial information obtained from
The Vanguard Group of Investment Companies, Inc Berwyn,Pennsylvania
highly - accomplished and detail - oriented financial professional successful at attaining business...surpass annual profit goals . " - Henry Adams , Financial Manager , USA Bank Skills Exceptional interpersonal...Certified (Defined Contribution Plans) Expert in financial planning and investments . Project Management
Pro Credit Bank Berwyn,Pennsylvania
meeting their banking needs and either answering or referring their financial questions to the a...accounts and financial services , and cross - selling bank products and services . Responded...provide superb service . Extensive experience in banking and retail customer service provision . Strong
Upper Darby School District Berwyn,Pennsylvania
Professional Profile Highly motivated articulate professional with excellent communication skills bo...
Summary Compliance Administrator that is highly motivated , a team player , excellent research ski...
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