Lisa Filoon
Retired - Former Senior Relationship Manager at Vanguard
- Role
- Vanguard
- Location
- West Chester, PA, US
- LinkedIn followers
- 500 followers
About Lisa Filoon
Specialties: NASD Series 6 & Series 63 Licensed
Experience
Present
Education
West Chester University of Pennsylvania
Bachelor of Science
1987 — 1991
Skills
- Investments
- Series 6
- Series 63
- Qualified Retirement Plans
- Crm
- Erisa
- Series 7
- 401k
- Relationship Management
- Mutual Funds
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