Matthew Fahy, CRPC®
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Personal Information
Entreprise/Lieu de travail
Greater Philadelphia Area United States
Profession
US Asset Management Specialist at SEI
Secteur d’activité
Finance / Banking / Insurance
À propos
Third year Internal Retirement Consultant with an established knowledge of retirement planning, IRA/401(k)/403(b) rules and regulations, and annuities. Developing knowledge in investment industry, with specialization in domestic mutual funds and asset allocation models. Industry licenses/designations: FINRA Series 6/7/63, PA Life and Health Insurance, CRPC designation holder
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Mots-clés
haikudeck
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