Dave Teufel's Location
Green Lane, PA, US
Dave Teufel's Work
- Head of Client Services @ Financial Independence Planning, LLC
- Assistant Manager @ Financial Independence Planning, LLC
- Senior Client Services Representative @ Financial Independence Planning, LLC
- Performance Analyst and Corporate Actions Analyst @ InvestEdge, Inc.
- Operations Analyst @ SEI
Dave Teufel's Education
- Bloomsburg University of Pennsylvania
Bachelor of Business Administration (BBA) (Finance)
2008 - 2012
Dave Teufel's Skills
- Securities
- Analysis
- Investments
- Trading
- Account Reconciliation
- Corporate Actions
- Equities
- Portfolio Management
- Settlement
- Fixed Income
Dave Teufel's Summary
Dave Teufel, based in Green Lane, PA, US, is currently a Head of Client Services at Financial Independence Planning, LLC, bringing experience from previous roles at Financial Independence Planning, LLC, InvestEdge, Inc. and SEI. Dave Teufel holds a 2008 - 2012 Bachelor of Business Administration (BBA) in Finance @ Bloomsburg University of Pennsylvania. With a robust skill set that includes Securities, Analysis, Investments, Trading, Account Reconciliation and more, Dave Teufel contributes valuable insights to the industry. Dave Teufel has 7 emails and 1 mobile phone number on RocketReach.
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Top Financial Independence Planning, LLC Employees
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21
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ViewKenneth Souder
Owner at Financial Independence Planning, LLC
North Wales, Pennsylvania, United States35+ -
ViewJared Keller
Certified Financial Planner at Financial Independence Planning, LLC
Philadelphia, Pennsylvania, United States22 -
ViewInactive Keith Hooper
Senior Financial Advisor at Financial Independence Planning, LLC
Conshohocken, PA, US14 -
View
Andrew Kriebel
Senior Client Service Representative at Financial Independence Planning, LLC
Philadelphia, PA, US1 -
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Rebecca Winnington
Client Service Associate, Financial Services at Financial Independence Planning, LLC
Philadelphia, Pennsylvania, United States2 -
35+
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ViewKelly Sutter
Office Manager Fip I Executive Assistant at Financial Independence Planning, LLC
Schwenksville, Pennsylvania, United States22 -
55+
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ViewLaraine Beckman
Director of Client Services at Financial Independence Planning, LLC
Pennsylvania, United States2
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