Alicia Bone Email & Phone Number
IAS New Business and Preferred Plus Service Representative and CISP @ SEI
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Alicia Bone Location
- Philadelphia, PA, US
Alicia Bone Work
- IAS New Business and Preferred Plus Service Representative and CISP @ (October 2008 - Present)
Alicia Bone Education
- Kutztown University of Pennsylvania
BS (Business Administration/Marketing)
2006-2008 - Eastern University
Bachelor of Business Administration/Marketing (Core Courses)
2003-2005
Alicia Bone Skills
- 401(k) Retirement Savings Plans
- 401k
- Business Relationship Management
- Customer Service
- Financial Services
- IRAs
- Relationship Management
- Roth IRA
- SEP IRA
- Simple IRA
- State Tax
- Tax Reporting
Alicia Bone Summary
- Alicia Bone, based in Philadelphia, PA, US, is currently a IAS New Business and Preferred Plus Service Representative and CISP at SEI. Alicia Bone holds a 2006 - 2008 BS in Business Administration/Marketing @ Kutztown University of Pennsylvania. With a robust skill set that includes 401(k) Retirement Savings Plans, 401k, Business Relationship Management, Customer Service, Financial Services and more. Alicia Bone has 3 emails and 1 mobile phone numbers on RocketReach.
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