Top Wholesalers in Greater Pittsburgh Area
Timothy Williamson
Regional Vice President
Greater Pittsburgh Area
Regional Vice President
AVP Associate Regional Sales Representative
Internal Wholesaler
Financial Advisor Intern
Saint Michael's College
Universidad de Salamanca
Recommendations: 0
Microsoft Office - Excel, Powerpoint, Word
Morningstar
CRM - Salespage
Series 63
Series 7
Series 6
Mutual Funds
Uniform Combined State Law
t****[email protected]
James Senk
Associate
Greater Pittsburgh Area
Associate
Managing Member
Associate
Independent Petroleum Landman
Sales Associate
Internal Wholesaler
University of Denver
Energy Force Landman Training
Colorado College
Bond University
Suffield Academy
The National Outdoor Leadership School
Recommendations: 0
Energy
Microsoft Excel
Mergers & Acquisitions
Leases
Energy Industry
Research
Marketing
Natural Gas
j****[email protected]
Chris Randal
Regional Vice President / External Wholesaler
Greater Pittsburgh Area
Regional Vice President / External Wholesaler
Senior Regional Business Consultant
Wholesaler
Wholesaler
John Carroll University
Recommendations: 0
Mutual Funds
Separately Managed Accounts
Series 7
Asset Allocation
Retirement Planning
Variable Annuities
Series 66
Series 63
c****[email protected]
Michael Sefscik
Managing Director, Enterprise Solutions
Greater Pittsburgh Area
Managing Director, Enterprise Solutions
Wholesaler
Financial Specialist
Wholesaler (FINRA 66 and 7 Lincenses)
Broker Dealer Service Rep - Fund Information Team (FINRA 6 and 63 Lincenses)
Intern (Facilities Management)
Allegheny College
North Catholic
Recommendations: 0
Business Development
Customer Service
FINRA
Finance
Financial Advisory
Management
Leadership
Wealth Management
m****[email protected]
Jeffrey Genkinger
Financial Advisor
Greater Pittsburgh Area
Financial Advisor
Internal Wholesaler
Robert Morris University
Recommendations: 0
Investments
Separately Managed...
Series 7
Strategic Financial...
Mutual Funds
Uniform Combined State...
Alternative Investments
ETFs
j****[email protected]
Amy Kuntz
National Sales Director
Greater Pittsburgh Area
National Sales Director
Director of Distribution, Retirement Services
Board Chair
Board Member
Director, Institutional Investments
Internal Wholesaler
Westminster College (PA)
Recommendations: 0
Management
Financial Analysis
Estate Planning
Risk Management
Lotus Notes
Banking
Fundraising
Insurance
a****[email protected]
