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Debbie Wise Location
Winnetka, IL, US
Debbie Wise Work
1997 -now President @ Wise Planning, Inc.
1992 -1996 Fixed Income Analyst @
1986 -1991 Sales Assistant @
Debbie Wise Education
Northwestern University - Kellogg School of Management
M (Finance, )
1988-1991
University of Pennsylvania
Bachelor of Arts (BA) (Psychology)
1981-1985
Debbie Wise Skills
Wealth Management
Investments
Financial Planning
401(k) Plan Advisor
Retirement Planning
Financial Education
Cash Flow Management
401k Plan Advisor
401 Plan Advisor
Debbie Wise Summary
Debbie Wise, based in Winnetka, IL, US, is currently a President at Wise Planning, Inc.. Debbie Wise brings experience from previous roles at Robert W. Baird & Co. and Merrill Lynch. Debbie Wise holds a 1988 - 1991 M in Finance, @ Northwestern University - Kellogg School of Management. With a robust skill set that includes Wealth Management, Investments, Financial Planning, 401(k) Plan Advisor, Retirement Planning and more. Debbie Wise has 3 emails and 1 mobile phone numbers on RocketReach.
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