Dave Wolfgang Email & Phone Number
Communication Consultant @ Vanguard
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Dave Wolfgang Location
- Philadelphia, PA, US
Dave Wolfgang Work
- Communication Consultant @ (January 2023 - Present)
- Sr. Consultant - Customer Experience @ (May 2020 - January 2023)
- Sr. Consultant - Analysis and Process Improvement @ (July 2018 - May 2020)
- Technical Field Advisor @ (February 2016 - July 2018)
- Specialist, Financial Analysis @ (May 2013 - February 2016)
- Retirement Consultant @ (October 2010 - May 2013)
- Financial Advisor, Chartered Retirement Plans Specialist @ (May 2006 - November 2010)
- Sales Associate @ (June 1999 - May 2006)
Dave Wolfgang Education
- Temple University
BBA (Accounting)
2004-2007
Dave Wolfgang Skills
- Retirement Planning
- Training
- Strategic Financial Planning
- Series 7
- Mutual Funds
- 401k
- Retirement
- Fixed Annuities
- Wealth Management
- Securities
- Alternative Investments
- Asset Allocation
- Investment Advisory
- Investments
- Financial Analysis
- Portfolio Management
- Uniform Combined State Law
- Series 6
- Finance
- Financial Planning
- Tableau
- Alteryx
Dave Wolfgang Summary
- Dave Wolfgang, based in Philadelphia, PA, US, is currently a Communication Consultant at Vanguard. Dave Wolfgang brings experience from previous roles at Lincoln Financial Group and Lincoln Financial Advisors. Dave Wolfgang holds a 2004 - 2007 BBA in Accounting @ Temple University. With a robust skill set that includes Retirement Planning, Training, Strategic Financial Planning, Series 7, Mutual Funds and more. Dave Wolfgang has 4 emails and 1 mobile phone numbers on RocketReach.
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