Patricia D Mcwilliams, 69716 Cornell Ave, Drexel Hill, PA 19026

Mentions for Patricia D Mcwilliams

Career records & work history

License Records

Patricia Ann Mcwilliams

Licenses:

License #: 470 - Expired
Category: Alcohol and Drug Counselor
Issued Date: Dec 1, 2000
Effective Date: Sep 1, 2012
Expiration Date: Sep 1, 2012
Type: Alcohol and Drug Counselor

Patricia Ann Mcwilliams

Licenses:

License #: P-107 - Expired
Category: Alcohol and Drug Counselor
Issued Date: Aug 1, 1998
Expiration Date: Jul 31, 2002
Type: Provisional Alcohol and Drug Counselor

Patricia Mcwilliams resumes & CV records

Resumes

Senior Relationship Manager

Location:

716 Cornell Ave, Drexel Hill, PA 19026

Industry:

Financial Services

Work:

Newport Group
Senior Relationship Manager Pnc
Relationship Manager Massmutual Financial Group Sep 2007 - Mar 2012
Relationship Manager Country Day School of the Sacred Heart Sep 2004 - Oct 2007
Director of Development Macquarie Group Mar 1997 - 2004
Relationship Manager Pnc Institutional Investment Services Nov 1993 - Mar 1997
Institutional Sales Representative Delaware Management Company Aug 1986 - Nov 1993
Internal Wholsaler Manager

Education:

Temple University 1980 - 1985
Master of Business Administration, Masters, Finance Penn State University 1974 - 1978
Bachelors, Bachelor of Science Pennsylvania State University

Skills:

Series 6, Series 7, Mutual Funds, Series 63, 401K, Investments, Asset Allocation, Wealth Management, Retirement Planning, Securities, Retirement, Investment Advisory, Financial Services, Asset Managment, Investment Strategies, Asset Management, Relationship Management, Portfolio Management, Management

Languages:

English

Certifications:

Chartered Financial Analyst

Relationship Manager

Location:

24355 Hipsley Mill Rd, Gaithersburg, MD 20882

Industry:

Financial Services

Work:

Massmutual Financial Group
Relationship Manager

Education:

Temple University 1981 - 1985
Master of Business Administration, Masters, Finance Penn State University 1974 - 1978
Bachelors, Bachelor of Science, Education

Skills:

Series 7, Mutual Funds, Client Service, Retirement Planning

Interests:

Exercise
Sweepstakes
Home Improvement
Reading
Shooting
Gourmet Cooking
Sports
Watching Auto Racing
Golf
Fishing
Home Decoration
Watching Sports
Photograph
Cooking
Gardening
Cruises
Outdoors
Electronics
Auto Racing
Crafts
Fitness
Music
Camping
Movies
Collecting
Kids
Diet
Automobiles
Cats
Travel
Boating
Investing
Traveling
Smoking
Tennis

Languages:

English

Patricia Mcwilliams

Location:

Drexel Hill, PA

Patricia Mcwilliams

Patricia Mcwilliams

Patricia Mcwilliams

Patricia Mcwilliams

Patricia Mcwilliams

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