Resumes
Resumes
Vice President And Wealth Management Advisor
View pageLocation:
485 Kirk Ln, Media, PA 19063
Industry:
Financial Services
Work:
Delaware County Community College
Member Board of Directors of Delaware County Community College Educational Foundation
Merrill Lynch
Vice President and Wealth Management Advisor
Member Board of Directors of Delaware County Community College Educational Foundation
Merrill Lynch
Vice President and Wealth Management Advisor
Education:
The American College of Financial Services 2012 - 2013
The American College 2011
Boston University 2011 - 2011
The Wharton School 2004 - 2004
University of Arizona 1994 - 1997
Bachelors, Bachelor of Science, Economics
The American College 2011
Boston University 2011 - 2011
The Wharton School 2004 - 2004
University of Arizona 1994 - 1997
Bachelors, Bachelor of Science, Economics
Skills:
Portfolio Management
Wealth Management
Retirement Planning
Management
Equities
Financial Analysis
Public Speaking
Leadership
Mutual Funds
Alternative Investments
Asset Management
Series 7
Asset Allocation
Financial Services
Investments
Strategic Planning
Philanthropy
Investment Advisory
Venture Capital
Investment Management
Investment Strategies
Wealth Management
Retirement Planning
Management
Equities
Financial Analysis
Public Speaking
Leadership
Mutual Funds
Alternative Investments
Asset Management
Series 7
Asset Allocation
Financial Services
Investments
Strategic Planning
Philanthropy
Investment Advisory
Venture Capital
Investment Management
Investment Strategies
Certifications:
Chartered Retirement Planning Counselor Sm
Certified Financial Planner®
Chartered Advisor In Philanthropy®
The College For Financial Planning
Certified Financial Planner Board of Standards, License 169845
The American College
License 169845
Certified Financial Planner®
Chartered Advisor In Philanthropy®
The College For Financial Planning
Certified Financial Planner Board of Standards, License 169845
The American College
License 169845
Dylan Atkins
View pageFinancial Advisor At Merrill Lynch
View pageLocation:
Greater Philadelphia Area
Industry:
Financial Services