Cwa Alan Newman Email & Phone Number
Executive Vice President, Director, Private Wealth @ Hilliard Lyons
Location
Evansville, IN, US
Education
- Indiana University Bloomington
Bachelors (Marketing & Management)
1968 - 1972 - University of Pennsylvania - The Wharton School
SIFMA Securities Industry Institute
- Chartered Wealth Advisor®
Skills
- Customer Service
- Team Building
- Social Media
- Wealth Management
- Strategic Planning
- Financial Planning
- Leadership
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