Wayne Slappy
Wealth Advisor & Financial Educator passionate about helping people navigate the complexity of the financial landscape.
- Role
- Member Board of Trustees at The Hun School of Princeton
- Location
- Princeton, NJ, US
- LinkedIn followers
- 500 followers
About Wayne Slappy
Leveraging my long experience as a bank Vice President and financial services, I take my client\'s complex financial problems and create clear simplified solutions. True financial planning involves being there throughout the process like a turn by turn GPS. You deserve an advisor who sees beyond the transaction.As my client\'s single point of contact, they are able to refocus their energy on what matters most to them. Doing what they do best.I provide peace of mind, 1 client at a time.
Experience
Member Board of Trustees
Oct 2021 — Present · Princeton, NJ, US
Education
Hun School of Princeton
High School Degree
1991 — 1995
University of San Diego
Bachelor, Business Admin
1995 — 1999
Skills
- Credit
- Customer Service
- Word
- Commercial Banking
- College Savings Plans
- Team Building
- Management
- Coaching
- Strategic Financial Planning
- Mentoring
- Real Estate
- Negotiation
- Microsoft Office
- Sales
- Mortgage Banking
- Banking
- Risk Management
- Retail
- Small Business
- Retirement Planning
- Excel
- Mortgage
- Solution Provider
- Loans
- Credit Risk
- Finance
- New Business Development
- Leadership
- Consumer Lending
- Business Development
- Loan Origination
- Underwriting
- Roth Ira
- Retail Banking
- Financial Planning
- Mortgage Lending
- Sales Management
- Lines of Credit
- Cross Selling
- Small Business Lending
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