Robert H Pfahl, Age 57118 Bottorf Dr, State College, PA 16801

Robert Pfahl Phones & Addresses

118 Bottorf Dr, State College, PA 16801 (814) 238-6924

559 Easterly Dr, State College, PA 16801 (814) 234-1910

110 Wheel Cir, State College, PA 16803 (814) 238-6924

Duncansville, PA

Lemont, PA

Bellefonte, PA

Social networks

Robert H Pfahl

Linkedin

Work

Company: Partners financial group, llc. Jul 2019 Position: Senior compliance associate

Education

School / High School: Ucla Extension 2013 to 2014

Skills

Personal Financial Planning • Asset Allocation • Socially Responsible Investing • Equity Research • Corporate Governance • Series 7 • Series 66 • 401 Retirement Savings Plans • Retirement Plan Consulting

Languages

Italian • English

Ranks

Certificate: Certified Financial Planner Tm

Interests

Education

Industries

Financial Services

Mentions for Robert H Pfahl

Robert Pfahl resumes & CV records

Resumes

Robert Pfahl Photo 11

Senior Compliance Associate

Location:
State College, PA
Industry:
Financial Services
Work:
Partners Financial Group, Llc.
Senior Compliance Associate
Vicus Capital
Senior Compliance Associate
Usi Consulting Group May 2017 - Jun 2019
Account Manager
The Hartman Group (Pa) Nov 2011 - May 2017
Consultant, Financial Services
Iss | Institutional Shareholder Services Feb 2010 - Nov 2011
Associate
Oppenheimerfunds 2002 - 2009
Research Analyst
Assetmark 1999 - 2002
Portfolio Analyst
Education:
Ucla Extension 2013 - 2014
Penn State University 1985 - 1990
Bachelors, Engineering
Skills:
Personal Financial Planning, Asset Allocation, Socially Responsible Investing, Equity Research, Corporate Governance, Series 7, Series 66, 401 Retirement Savings Plans, Retirement Plan Consulting
Interests:
Education
Languages:
Italian
English
Certifications:
Certified Financial Planner Tm
License 192004
Cfp Board, License 192004
Chartered Retirement Plans Specialist Sm
Series 7
Series 66

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