Perry B. Worzella
Wealth Management Advisor at U.S. Bancorp Investments, Inc.
- Role
- Wealth Management Advisor, VP at U.S. Bancorp Advisors
- Location
- Stevens Point, WI, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Perry B. Worzella
As a financial advisor with U.S. Bancorp Investments, I will work with you as your…
Experience
Wealth Management Advisor, VP
Present
Education
Mid-State Technical College
Associate's degree, Computer Electronics and Design
1983 — 1985
Control Data Institute/Technology Institute of Milwaukee
Associate's degree, Computer Technology/Robotics
1985 — 1986
Skills
- Investments
- Insurance
- Financial Planning
- Portfolio Management
- Retirement Planning
- Financial Analysis
- Financial Advisory
- Wealth Management
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