Margie Theys

Vice President, Operations @NewEdge Wealth

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

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WORK HISTORY

Oct 2024 — Present

Vice President, Operations @NewEdge Wealth

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Pittsburgh, PA, US

EDUCATION

2003 — 2007

La Roche University

Bachelor of Science (BS), Finance

SKILLS

Relationship ManagementFinancial PlanningInsuranceFinanceValuationHedge FundsFinraFixed AnnuitiesEmployee BenefitsEquitiesStrategic Financial PlanningFinancial AdvisoryPensionsFinancial ModelingFinancial ServicesMutual FundsRisk Management

ABOUT MARGIE THEYS

Vice President, Operations at NewEdge Wealth

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Margie Theys — Vice President, Operations at NewEdge Wealth in Pittsburgh, PA, US | Unifers