Harry Mentonis Email & Phone Number
Wealth Management Advisor l Partner @ LiveWell Capital - Northwestern Mutual
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Harry Mentonis Location
- Philadelphia, PA, US
Harry Mentonis Work
- 2026 -now Wealth Management Advisor l Partner @
- 2007 -now Wealth Management Advisor @
- 2020 -2026 Wealth Management Advisor | Co-Founder @ Serviam Financial
Harry Mentonis Education
- The American College of Financial Services
Wealth Management Certified Professional
2018-2019 - The American College
Chartered Advisor For Senior Living
2015-2015 - The American College
Chartered Financial Consultant (ChFC)
2012-2014 - The American College
Chartered Life Underwriter (CLU)
2011-2013 - Saint Joseph's University
Bachelor of Science (Management)
2004-2008
Harry Mentonis Skills
- Leadership
- Retirement
- Financial Analysis
- Mutual Funds
- Investments
- Fixed Income
- Microsoft Office
- Financial Services
- Insurance
- Project Management
- Strategic Financial Planning
- Financial Planning
- Finance
- Portfolio Management
- Equities
- Securities
- Wealth Management
- Asset Management
- Credit
- Contract Negotiation
- Retirement Planning
- Hedge Funds
- Alternative Investments
- Investment Strategies
- Asset Allocation
Harry Mentonis Summary
- Harry Mentonis, based in Philadelphia, PA, US, is currently a Wealth Management Advisor l Partner at LiveWell Capital - Northwestern Mutual. Harry Mentonis brings experience from previous roles at Northwestern Mutual and Serviam Financial. Harry Mentonis holds a 2018 - 2019 Wealth Management Certified Professional @ The American College of Financial Services. With a robust skill set that includes Leadership, Retirement, Financial Analysis, Mutual Funds, Investments and more. Harry Mentonis has 2 emails and 1 mobile phone numbers on RocketReach.
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