Wesley Aliotti
Divisional Risk Advisor | Vanguard Advice
- Role
- Divisional Risk Advisor at Vanguard
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Wesley Aliotti
Certified Financial Planner™ with my Series 7, Series 63, Series 65 & Series 24 licenses.…
Experience
Divisional Risk Advisor
Jan 2025 — Present
Education
Appalachian State University
BSBA
2008 — 2013
Skills
- Customer Service
- Series 65
- Credit
- Strategic Planning
- Series 7
- Portfolio Management
- Loans
- Microsoft Office
- Sales
- Financial Analysis
- Investments
- Leadership
- Microsoft Excel
- Public Speaking
- Account Management
- Teamwork
- Banking
- Risk Management
- Business Analysis
- Series 63
- Critical Thinking
- Certified Financial Planner
- Budgets
- Finance
- Time Management
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