Celia Rafalko Email & Phone Number
Managing Director @ Cary Street Partners
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Celia Rafalko Location
- Virginia, United States
Celia Rafalko Work
- 2017 -now Managing Director @
- 2010 -2017 Founder and Managing Principal @ Rafalko Advisors, Inc.
- 2011 -2015 CEO and Managing Director @ Piedmont Independent Fiduciaries, Inc
- 2009 -2015 Founder and Managing Principal @ Rafalko Investment Advisory LLC
- 2004 -2008 Managing Director and CAO @
- 1998 -2004 Senior Vice President, Personal Trust Product Manager @
- 1995 -1997 Vice President, Marketing @
- 1992 -1994 Principal @ New Alliance Consulting
- 1978 -1991 Consultant @
Celia Rafalko Education
- Miami University
Bachelor of Arts (English and Economics)
- Miami University
Celia Rafalko Skills
- Mutual Funds
- Alternative Investments
- ETFs
- Retirement Planning
- 401k
- Asset Management
- Wealth Management Services
- Retirement
- Investment Strategies
- Personal Financial Planning
- Financial Advisory
- Strategic Financial Planning
- Qualified Retirement Plans
- Securities
- Fiduciary Management
- Asset Allocation
- FINRA
- IRAs
- Wealth
- Financial Services
- Exchange Traded Funds
- Investment Management
- Roth IRA
- High Net Worth Individuals
- Business Development
- Sales Management
- Lean Startup
- Stocks
- Wealth Management
- Investments
- Portfolio Management
- Investment Advisory
- Planning
- Leadership
- Project Management
- Financial Planning
- Startups
- Business Strategy
Celia Rafalko Summary
- Celia Rafalko, based in Virginia, United States, is currently a Managing Director at Cary Street Partners. Celia Rafalko brings experience from previous roles at Rafalko Advisors, Inc., Piedmont Independent Fiduciaries, Inc, Rafalko Investment Advisory LLC and Wachovia Securities. Celia Rafalko holds a Bachelor of Arts in English and Economics @ Miami University. With a robust skill set that includes Mutual Funds, Alternative Investments, ETFs, Retirement Planning, 401k and more. Celia Rafalko has 1 emails and 2 mobile phone numbers on RocketReach.
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