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Kelly Stefanowicz Phones & Addresses

  • 2113 Country View Ln, Lansdale, PA 19446 (215) 699-4273
  • Lewisburg, PA

Work

Company: Ubs wealth management Nov 2015 Position: Wealth planning analyst

Education

Degree: Bachelors, Bachelor of Arts School / High School: Bucknell University 2009 to 2013 Specialities: Economics, Spanish

Languages

English • Spanish

Ranks

Certificate: License Series 7

Interests

Poverty Alleviation

Industries

Financial Services

Resumes

Resumes

Kelly Stefanowicz Photo 1

Kelly Stefanowicz

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Location:
2113 Country View Ln, Lansdale, PA 19446
Industry:
Financial Services
Work:
Ubs Wealth Management
Wealth Planning Analyst

Vanguard Jul 2015 - Nov 2015
Flagship Services - Client Service Specialist

Vanguard Sep 2013 - Jul 2015
Institutional Investor Group - Retirement Plan Specialist

Ubs Sep 2013 - Jul 2015
Financial Advisor

Ubs Sep 2013 - Jul 2015
Wealth Planning Analyst
Education:
Bucknell University 2009 - 2013
Bachelors, Bachelor of Arts, Economics, Spanish
Mount Saint Joseph Academy 2005 - 2009
St Joseph Academy
Interests:
Poverty Alleviation
Languages:
English
Spanish
Certifications:
License Series 7
License Series 6
License Series 63
Kelly A Stefanowicz from Lansdale, PA, age ~33 Get Report