Connie A Falon
age ~62
from Yakima, WA
Connie Falon Phones & Addresses
- 1580 Stone Rd, Yakima, WA 98908 • 5099655612
- 4803 Ahtanum Rd, Yakima, WA 98903
Name / Title
Company / Classification
Phones & Addresses
Manager
Quest Membership Services, Inc
Hotel & Motel Marketing Service · Lessors of Nonresidential Buildings (except Miniwarehouses)
Hotel & Motel Marketing Service · Lessors of Nonresidential Buildings (except Miniwarehouses)
402 E Yakima Ave, Yakima, WA 98901
5092487512
5092487512
Resumes
Crps And Senior Financial Advisor
view sourceLocation:
Yakima, WA
Industry:
Financial Services
Work:
Miller & Associates Wealth Management Aug 2011 - Mar 2018
Crps and Senior Financial Advisor
Morgan Stanley/Smith Barney 2007 - 2011
Financial Advisor
Ascend Financial Group 2007 - 2011
Crps and Senior Financial Advisor
Merrill Lynch 1998 - 2007
Financial Advisor
Crps and Senior Financial Advisor
Morgan Stanley/Smith Barney 2007 - 2011
Financial Advisor
Ascend Financial Group 2007 - 2011
Crps and Senior Financial Advisor
Merrill Lynch 1998 - 2007
Financial Advisor
Education:
College of Financial Planning, Wharton School of Business 1996 - 2010
Skills:
Wealth Preservation Planning
Investment Planning
401 Rollovers
Relationship Management
Financial Advisory
Retirement Planning
Asset Allocation
Estate Investment Planning
Financial Services
Investments
Securities
Strategic Planning
Multigenerational Wealth Planning
Investment Planning
401 Rollovers
Relationship Management
Financial Advisory
Retirement Planning
Asset Allocation
Estate Investment Planning
Financial Services
Investments
Securities
Strategic Planning
Multigenerational Wealth Planning
Interests:
Golf
Volunteerism
Gardening and Family
Volunteerism
Gardening and Family
Connie Falon
view sourceGet Report for Connie A Falon from Yakima, WA, age ~62