Resumes
Resumes
Philip Xanthopoulos
View pageAvailable Financial Services Professional
View pagePosition:
Financial Services at Philip Xanthopoulos, CFP
Location:
Douglassville, Pennsylvania
Industry:
Financial Services
Work:
Philip Xanthopoulos, CFP since Jun 2011
Financial Services
Alamo Capital May 2011 - Jun 2011
Senior Vice President
Wells Fargo Investments May 2006 - Nov 2009
Vice President
Merrill Lynch 2004 - 2006
Vice President, Resident Manager
Advest 2004 - 2006
Vice President - Branch Manager
Financial Services
Alamo Capital May 2011 - Jun 2011
Senior Vice President
Wells Fargo Investments May 2006 - Nov 2009
Vice President
Merrill Lynch 2004 - 2006
Vice President, Resident Manager
Advest 2004 - 2006
Vice President - Branch Manager
Education:
Penn State University 1963 - 1966
BA Valley Forge Military Academy & College 1959 - 1964
College for Financial Planning
CFP
BA Valley Forge Military Academy & College 1959 - 1964
College for Financial Planning
CFP
Skills:
Securities
Series 7
Investments
Wealth Management
Financial Analysis
Financial Services
Insurance
Financial Advisory
Mutual Funds
Asset Managment
Equities
Portfolio Management
Series 63
Fixed Income
Series 7
Investments
Wealth Management
Financial Analysis
Financial Services
Insurance
Financial Advisory
Mutual Funds
Asset Managment
Equities
Portfolio Management
Series 63
Fixed Income