Alysia Coppelman Phones & Addresses
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Norfolk, MA
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High Point, NC
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Wilton, CT
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Stamford, CT
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Clearwater, FL
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Tampa, FL
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Bryn Mawr, PA
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Houston, TX
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Greensboro, NC
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Winston Salem, NC
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North Eastham, MA
Work
Company:
Fidelity investments May 2012
Address:
Smithfield, Rhode Island
Position:
Wealth planning strategist
Education
School / High School:
Villanova University School of Law 2005 to 2006
Skills
Tax • Financial Analysis • Strategic Financial Planning • Finance • Auditing • Estate Planning • Income Tax • Wealth Management • Internal Audit • Tax Law • Financial Advisory • Management • Analysis • High Net Worth Individuals • Tax Returns • Training • Strategy
Ranks
Licence:
Pennsylvania - Active
Date:
2006
Industries
Legal Services
Resumes
Resumes
Director Of Compliance-Workplace Investing
View pageLocation:
Norfolk, MA
Industry:
Legal Services
Work:
Fidelity Investments - Smithfield, Rhode Island since May 2012
Wealth Planning Strategist
Deloitte Tax, LLP Sep 2008 - May 2012
Tax Senior
Wachovia, A Wells Fargo Company Aug 2006 - Sep 2008
Asst VP, Regional Financial Planning
Wealth Planning Strategist
Deloitte Tax, LLP Sep 2008 - May 2012
Tax Senior
Wachovia, A Wells Fargo Company Aug 2006 - Sep 2008
Asst VP, Regional Financial Planning
Education:
Villanova University School of Law 2005 - 2006
South Texas College of Law 2002 - 2005
JD, Law University of North Carolina at Greensboro 1997 - 2001
BA, Political Science
South Texas College of Law 2002 - 2005
JD, Law University of North Carolina at Greensboro 1997 - 2001
BA, Political Science
Skills:
Tax
Financial Analysis
Strategic Financial Planning
Finance
Auditing
Estate Planning
Income Tax
Wealth Management
Internal Audit
Tax Law
Financial Advisory
Management
Analysis
High Net Worth Individuals
Tax Returns
Training
Strategy
Financial Analysis
Strategic Financial Planning
Finance
Auditing
Estate Planning
Income Tax
Wealth Management
Internal Audit
Tax Law
Financial Advisory
Management
Analysis
High Net Worth Individuals
Tax Returns
Training
Strategy