Tony Sims
Retirement Plan Specialist @Passehl Financial
West Chester, PA, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Jan 2025 — Present
Retirement Plan Specialist @Passehl Financial
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EDUCATION
N/A
Penn State University
Bachelor of Arts (B.A.)
SKILLS
PensionsCustomer Relationship Management (Crm)Financial ServicesRetirementManagementRelationship Management401kSeries 6Retirement PlanningRetirement Plan ConsultingSeries 63401(K) Retirement Savings PlansInvestmentsWealth ManagementManage Client RelationshipsAsset AllocationMutual FundsFinance
ABOUT TONY SIMS
Focusing on employer sponsored retirement plans. Using my 25 years retirement industry…
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