Celia Rafalko Email & Phone Number
Managing Director @ Cary Street Partners
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Celia Rafalko Location
- Virginia, United States
Celia Rafalko Work
- Managing Director @ (December 2017 - Present)
- Founder and Managing Principal @ Rafalko Advisors, Inc. (January 2010 - December 2017)
- CEO and Managing Director @ Piedmont Independent Fiduciaries, Inc (June 2011 - December 2015)
- Founder and Managing Principal @ Rafalko Investment Advisory LLC (August 2009 - December 2015)
- Managing Director and CAO @ (June 2004 - December 2008)
- Senior Vice President, Personal Trust Product Manager @ (October 1998 - June 2004)
- Vice President, Marketing @ (January 1995 - January 1997)
- Principal @ New Alliance Consulting (August 1992 - August 1994)
- Consultant @ (January 1978 - January 1991)
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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