Bow Wheeler Email & Phone Number
Director, Retirement Plan Consulting | Partner @ Intelligence Driven Advisers (IDA)
5 free lookup(s).
Bow Wheeler Location
- San Diego, CA, US
Bow Wheeler Work
- 2021 -now Director, Retirement Plan Consulting | Partner @
- 2020 -2021 Group Account Representative @
- 2019 -2020 Participant Account Representative @
- 2018 -2019 Associate Brokerage Director @
- 2016 -2018 Golf Services Supervisor @
- 2014 -2016 Head Coach @ Exton Kings
- 2010 -2014 Institutional Retirement Sales Consultant @
- 2007 -2010 Investment Administrator @
- 2006 -2007 Trainer @
- 2005 -2006 Client Relationship Associate @
Bow Wheeler Education
- University of Delaware - Lerner College of Business and Economics
Bachelor’s Degree (Business, Management, Marketing, and Related Support Services)
2001-2005 - Conestoga High School
High School
1998-2001
Bow Wheeler Skills
- Mutual Funds
- Retirement
- Investments
- Financial Services
- 401(k) Retirement Savings Plans
- Wealth Management
- Investment Strategies
- Sports Coaching
- Management
- High Net Worth Individuals
- Coaching Ice Hockey
- Relationship Management
- Defined Contribution
- IRAs
- Defined Benefit
Bow Wheeler Summary
- Bow Wheeler, based in San Diego, CA, US, is currently a Director, Retirement Plan Consulting | Partner at Intelligence Driven Advisers (IDA). Bow Wheeler brings experience from previous roles at Mutual of America Financial Group, Mutual of America, Capstone Partners Financial and Insurance Services and Newport Beach Country Club. Bow Wheeler holds a 2001 - 2005 Bachelor’s Degree in Business, Management, Marketing, and Related Support Services @ University of Delaware - Lerner College of Business and Economics. With a robust skill set that includes Mutual Funds, Retirement, Investments, Financial Services, 401(k) Retirement Savings Plans and more. Bow Wheeler has 2 emails and 1 mobile phone numbers on RocketReach.
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