Amy Lee Heffline from 403 5Th St, Limerick, PA 19468, age 51, Phone: 4849840337

Amy Heffline Phones & Addresses

403 5Th St, Royersford, PA 19468 • 4849840337
403 N 5Th Ave, Royersford, PA 19468 • 4849840337
691 5Th St, Royersford, PA 19468 • 6109485137
691 5Th Ave, Royersford, PA 19468 • 6109485137
216 New St, Royersford, PA 19468
545 Oak St, Royersford, PA 19468 • 4849840337
270 Green St, Royersford, PA 19468 • 6107925621
603 Durham Pl, Bensalem, PA 19020
Hollywood, FL
Spring City, PA
Montgomery, PA

Work

Company:

Emoney advisor
May 2019
Position:

Advisory client service manager

Education

School / High School:

West Chester University of Pennsylvania
1991 to 1996

Skills

Wealth Management • Financial Services • Business Development • Investment Management • Separately Managed Accounts • New Business Development • Investment Advisory • Series 65

Industries

Financial Services

Resumes

Advisory Client Service Manager

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Location:

Royersford, PA

Industry:

Financial Services

Work:

Emoney Advisor
Advisory Client Service Manager
Lockwood Advisors, Inc.
Business Development Consultant -Hybrid Wholesaler
Pnc Managed Investments 2005 - 2006
Qa Specialist - Lead
Sei 2003 - 2005
Operations Analyst
Rittenhouse Nuveen Investments 2001 - 2003
Portfolio Administrator

Education:

West Chester University of Pennsylvania 1991 - 1996

Skills:

Wealth Management
Financial Services
Business Development
Investment Management
Separately Managed Accounts
New Business Development
Investment Advisory
Series 65