Resumes
Resumes
Vice President, Senior Wealth Advisor
View pageLocation:
101 Walnut St, Philadelphia, PA 19106
Industry:
Financial Services
Work:
Girard Pension Services
Vice President, Senior Wealth Advisor
Pershing, A Bny Mellon Company Nov 1, 2010 - Oct 1, 2011
Vice President, Brokerage Products
Univest Nov 1, 2010 - Oct 1, 2011
Vice President, Senior Financial Advisor
Jpmorgan Chase & Co. Jan 1, 2007 - Apr 1, 2010
Vice President  Relationship Manager Â
Jpmorgan Chase & Co. 2006 - 2007
Vice President - Sales - New Business Development
Vice President, Senior Wealth Advisor
Pershing, A Bny Mellon Company Nov 1, 2010 - Oct 1, 2011
Vice President, Brokerage Products
Univest Nov 1, 2010 - Oct 1, 2011
Vice President, Senior Financial Advisor
Jpmorgan Chase & Co. Jan 1, 2007 - Apr 1, 2010
Vice President  Relationship Manager Â
Jpmorgan Chase & Co. 2006 - 2007
Vice President - Sales - New Business Development
Education:
Saint Joseph's University
Master of Business Administration, Masters Kent State University
Bachelors, Bachelor of Business Administration, Business Management, Finance
Master of Business Administration, Masters Kent State University
Bachelors, Bachelor of Business Administration, Business Management, Finance
Skills:
Mutual Funds
Financial Services
Portfolio Management
Investments
Asset Management
Wealth Management
Banking
Asset Managment
Series 63
Investment Advisory
Securities
Asset Allocation
Global Custody
Etfs
Crm
Alternative Investments
Series 7
Investment Management
Project Management
Pensions
Municipalities
Relationship Management
Financial Services
Portfolio Management
Investments
Asset Management
Wealth Management
Banking
Asset Managment
Series 63
Investment Advisory
Securities
Asset Allocation
Global Custody
Etfs
Crm
Alternative Investments
Series 7
Investment Management
Project Management
Pensions
Municipalities
Relationship Management
Interests:
Environment
Michael Davisson
View pageMichael Davisson
View pageLocation:
United States
Network Engineer At Open Solutions
View pageLocation:
Greater Philadelphia Area
Industry:
Financial Services