Alan Valença Email & Phone Number
Vice President - Regional Sales Consultant @ T. Rowe Price
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Alan Valença Location
- Boston, MA, US
Alan Valença Work
- Vice President - Regional Sales Consultant @ (February 2013 - Present)
Alan Valença Education
- University of Pennsylvania - The Wharton School
Executive Education - Finance & Wealth Management
2015-2015 - Babson College
MBA
1991-1996 - Boston University
Certificate in Financial Planning
1988-1991 - Colgate University
BA
1982-1986
Alan Valença Skills
- 401k
- Mutual Funds
- Defined Contribution
- Investment Advisory
- Financial Planning
- Management
- Marketing
- Series 7
- Securities
- Training
- Strategic Financial Planning
- Retirement Plans
- Asset Allocation
- Business Planning
- Financial Advisory
- Sales Management
- New Business Development
- Plan Design
- Public Speaking
- Employee Benefits
- Financial Services
- Selling
- 401k Retirement Savings Plans
- Asset Management
- Investments
- Retirement
- Account Management
- Customer Service
- Defined Benefit
- Sales
- Series 63
- Retirement Planning
- Strategic Planning
- ERISA
- Marketing Strategy
- 401 Retirement Savings Plans
Alan Valença Summary
- Alan Valença, based in Boston, MA, US, is currently a Vice President - Regional Sales Consultant at T. Rowe Price. Alan Valença holds a 2015 - 2015 Executive Education - Finance & Wealth Management @ University of Pennsylvania - The Wharton School. With a robust skill set that includes 401k, Mutual Funds, Defined Contribution, Investment Advisory, Financial Planning and more. Alan Valença has 3 emails and 1 mobile phone numbers on RocketReach.
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