Resumes
Resumes
Vice President
View pageLocation:
2233 Manor Ave, Upper Darby, PA 19082
Industry:
Facilities Services
Work:
Delaware Valley Energy Management Services 1983 - 1987
Vice President
Tri-State Light & Energy, Inc. 1983 - 1987
Vice President
Westinghouse 1981 - 1983
Negotiation Engineer
Vice President
Tri-State Light & Energy, Inc. 1983 - 1987
Vice President
Westinghouse 1981 - 1983
Negotiation Engineer
Education:
Drexel University
Bachelors, Bachelor of Science, Commerce, Engineering
Bachelors, Bachelor of Science, Commerce, Engineering
Skills:
Strategic Planning
Business Development
New Business Development
Sales Management
Contract Negotiation
Management
Business Strategy
Budgets
Negotiation
Operations Management
Team Building
Business Development
New Business Development
Sales Management
Contract Negotiation
Management
Business Strategy
Budgets
Negotiation
Operations Management
Team Building
Alan Rhode
View page
Alan Rhode Huntingdon Valley, PA
View pageWork:
Ameriprise Financial
Mar 2014 to 2000
Financial Advisor & CERTIFIED FINANCIAL PLANNER Practitioner
myCIO Wealth Partners LLC
Philadelphia, PA
Oct 2013 to Feb 2014
CERTIFIED FINANCIAL PLANNER Practitioner
Janney Montgomery Scott
Philadelphia, PA
Apr 2011 to Sep 2013
Financial Planner
Morgan Stanley Wealth Management
Jenkintown, PA
Mar 2010 to Mar 2011
Financial Advisor Associate
Northeast US Motorsports
Huntingdon Valley, PA
Oct 2004 to Mar 2010
President/CEO
Voya Financial
Philadelphia, PA
May 2009 to Nov 2009
Investment Advisor Representative
Merrill Lynch
Elkins Park, PA
Oct 2008 to May 2009
Financial Advisor Intern
ZaZa Network
Huntingdon Valley, PA
Oct 2005 to Oct 2008
Marketing Director
Mar 2014 to 2000
Financial Advisor & CERTIFIED FINANCIAL PLANNER Practitioner
myCIO Wealth Partners LLC
Philadelphia, PA
Oct 2013 to Feb 2014
CERTIFIED FINANCIAL PLANNER Practitioner
Janney Montgomery Scott
Philadelphia, PA
Apr 2011 to Sep 2013
Financial Planner
Morgan Stanley Wealth Management
Jenkintown, PA
Mar 2010 to Mar 2011
Financial Advisor Associate
Northeast US Motorsports
Huntingdon Valley, PA
Oct 2004 to Mar 2010
President/CEO
Voya Financial
Philadelphia, PA
May 2009 to Nov 2009
Investment Advisor Representative
Merrill Lynch
Elkins Park, PA
Oct 2008 to May 2009
Financial Advisor Intern
ZaZa Network
Huntingdon Valley, PA
Oct 2005 to Oct 2008
Marketing Director
Education:
The American College
Bryn Mawr, PA
2011 to 2012
CERTIFIED FINANCIAL PLANNER Practitioner in CFP Board Registered Education Provider
Penn State
Abington, PA
2004 to 2009
BS in Finance
Bryn Mawr, PA
2011 to 2012
CERTIFIED FINANCIAL PLANNER Practitioner in CFP Board Registered Education Provider
Penn State
Abington, PA
2004 to 2009
BS in Finance
Skills:
Wealth Management, Financial Planning, Retirement Planning, Estate Planning, Income Tax Planning, Liability Management, Portfolio Management, Asset Allocation, Manager Due Diligence, Budgeting, Performance Reporting, Employee Benefits, Charitable Giving, College Funding, Insurance and Annuities,