Daphne Richards Email
Senior Wealth Manager @ Sage Financial Group
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Daphne Richards Location
- Philadelphia, PA, US
Daphne Richards Work
- Senior Wealth Manager @ (April 2025 - Present)
- Wealth Manager @ (February 2020 - March 2025)
- Client Consultant, Relationship Management and Sales @ (September 2019 - February 2020)
- Flagship Client Service Specialist @ (September 2018 - September 2019)
- Intern @ (June 2017 - August 2017)
- Internship @ (June 2016 - August 2016)
Daphne Richards Education
- Hofstra University
Bachelor of Business Administration - BBA (Marketing)
2014-2018
Daphne Richards Skills
- Finance
- Leadership
- Microsoft Word
- Teamwork
- Marketing
- Customer Relationship Management (CRM)
- Certified Financial Planner
- Financial Planning
Daphne Richards Summary
- Daphne Richards, based in Philadelphia, PA, US, is currently a Senior Wealth Manager at Sage Financial Group. Daphne Richards brings experience from previous roles at Sage Financial Group, Vanguard and JPMorgan Chase & Co.. Daphne Richards holds a 2014 - 2018 Bachelor of Business Administration - BBA in Marketing @ Hofstra University. With a robust skill set that includes Finance, Leadership, Microsoft Word, Teamwork, Marketing and more. Daphne Richards has 2 emails on RocketReach.
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