Chelsea Chiswick
- Role
- Vice President at Equitable Advisors
- Location
- Morristown, NJ, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Chelsea Chiswick
My path into financial planning didn\'t start in a classroom - it began during a 20-hour…
Experience
Vice President
Jan 2021 — Present
Skills
- Business Valuation
- Bloomberg Terminal
- Business Succession Planning
- Estate Planning Strategies
- Quickbooks
- Teamwork
- Social Networking Coordination
- Financial Statement Analysis
- Financial Analysis
- Investments
- Public Speaking
- Microsoft Office
- Estate Planning
- Risk Management
- Powerpoint
- Microsoft Excel
- Research
- Customer Service
- Sales
- Project Management
- Accounting
- Corporate Finance
- Investment Planning
- Spss
- Leadership
- Wealth Management
- Finance
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