Keith J. Hardman

Financial Advisor @Prudent Management Associates

Philadelphia, PA, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Sep 2018 — Present

Financial Advisor @Prudent Management Associates

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Philadelphia, PA, US

Mr. Hardman is a Financial Advisor at Prudent Management Associates and is responsible for managing client portfolios. Keith\'s work focuses on investment advisory, portfolio construction and financial planning. As a member of PMA\'s Investment Committee, he and the other committee members seek to identify the best mix of investments for their clients.

EDUCATION

1993 — 1997

Geneva College

BA, Philosophy

2018

The Wharton School

Post Graduate Studies, Investment Strategies and Portfolio Management

2005 — 2008

Saint Joseph's University - Erivan K. Haub School of Business

MBA, Management

SKILLS

Strategic PlanningFinancial ServicesCrmBusiness Process ImprovementAsset ManagementRelationship ManagementWealth ManagementTrainingSecuritiesBusiness AnalysisMutual FundsInvestmentsFinancial OperationsCross-Functional Team Leadership

ABOUT KEITH J. HARDMAN

Keith J. Hardman is a CFP® professional with 25 years of financial services experience…

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Keith J. Hardman — Financial Advisor at Prudent Management Associates in Philadelphia, PA, US | Unifers