Nick Stumpo
Senior Financial Advisor at 2/13 Strategic Partners
- Role
- Senior Financial Advisor at 2 13 Strategic Partners
- Location
- Lafayette Hill, PA, US
- LinkedIn followers
- 500 followers
About Nick Stumpo
Graduate of The Pennsylvania State University with a B.S. in Marketing and minor in Economics and a 2017 graduate of Villanova University\'s M.B.A. program. I’m also a CERTIFIED FINANCIAL PLANNER™ professional. Outside of work, I\'m an avid golfer, outdoorsman, and professional musician.
Experience
Senior Financial Advisor
Jan 2023 — Present · Wayne, PA, US
Education
Penn State University
Bachelor's Degree, Marketing
2005 — 2009
Villanova University
Master of Business Administration (MBA)
2012 — 2017
Skills
- Retirement
- Iras
- Finance
- Powerpoint
- Etfs
- Rfp
- Sales Operations
- Asset Management
- Series 63
- Customer Service
- Equities
- Investments
- Finra Series 63
- Series 7
- Microsoft Office
- Sales
- Relationship Management
- Financial Services
- Asset Allocation
- Mutual Funds
- Management
- Finra Series 6
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