Henry Schroeder Email & Phone Number
President @ Kennedy Investment Group
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Henry Schroeder Location
- Philadelphia, PA, US
Henry Schroeder Work
- 2024 -now President @
- 2020 -now Executive Vice President @
- 2018 -2020 Financial Planner @
- 2013 -2018 Wealth Management Advisor @
- 2011 -2013 Client Relationship Manager @
- 2010 -2011 Enrollment Consultant @
- 2005 -2010 Brokerage Associate @
Henry Schroeder Education
- Clarion University of Pennsylvania
Certificate (Accounting)
2018-2020 - The American College of Financial Services
Financial Planning and Services (Financial Planning and Services)
2006-2008 - University of Pittsburgh
Bachelor's degree (History)
2000-2005 - University of Pittsburgh
Bachelor's degree (Political Science and Government)
2000-2005
Henry Schroeder Skills
- Personal Financial Planning
- Investment Advisory
- Tax Planning
- Estate Tax Planning
- Financial Analysis
Henry Schroeder Summary
- Henry Schroeder, based in Philadelphia, PA, US, is currently a President at Kennedy Investment Group. Henry Schroeder brings experience from previous roles at Kennedy Investment Group and TIAA. Henry Schroeder holds a 2018 - 2020 Certificate in Accounting @ Clarion University of Pennsylvania. With a robust skill set that includes Personal Financial Planning, Investment Advisory, Tax Planning, Estate Tax Planning, Financial Analysis and more. Henry Schroeder has 4 emails and 2 mobile phone numbers on RocketReach.
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