Resumes
Resumes
Kelly Stefanowicz
View pageLocation:
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
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
Bachelors, Bachelor of Arts, Economics, Spanish Mount Saint Joseph Academy 2005 - 2009
St Joseph Academy
Interests:
Poverty Alleviation
Languages:
English
Spanish
Spanish
Certifications:
License Series 7
License Series 6
License Series 63
License Series 6
License Series 63