Howard Spivack Email & Phone Number
CFP® Instructor @ Kaplan University
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Howard Spivack Location
- Philadelphia, PA, US
Howard Spivack Work
- 2019 -now CFP® Instructor @ Kaplan University
- 2024 -2026 Director of Financial Planning @
- 2022 -2024 Vice President, Financial Planning Operations Manager @
- 2021 -2022 Officer, Wealth Senior Financial Planner @
- 2019 -2021 Product Manager @ InvestCloud (FormerlyTegra 118, formerly Fiserv Investment Services)
- 2017 -2019 SVP, Director, Wealth Management and Advisory Services @
- 2008 -2015 SVP, Head of Wealth Planning @
- 2002 -2008 VP, Director, Financial Planning, Sales Manager and Training @
- 1995 -1997 Senior Training Specialist @
- 1987 -1996 Financial Consultant and Investment Executive @
Howard Spivack Education
- College for Financial Planning
Masters (Personal Financial Planning - Completed 8/2011)
2008-2011 - College for Financial Planning
Master Planner Advanced Studies (Financial Planning and Services)
2007-2011 - College for Financial Planning
Accredited Asset Management Specialist (Financial Planning)
1994-1995 - Drexel University
BS (Finance, Economics, Marketing)
1984-1987 - University of Delaware 1982-1984
- George School
High School (Football, track, wrestling)
1978-1982
Howard Spivack Skills
- Financial Leadership
- Financial Planning
- Retirement Planning
- Series 7
- Portfolio Management
- Succession Planning
- Asset Management
- Investments
- Investment Strategies
- Insurance
- Compliance
- Investment Advisory
- Securities
- Asset Allocation
- Wealth Management
- Retirement
- Equities
- Mutual Funds
- Estate Planning
- Team Building
- Coaching
- Vendor Management
- Talent Management
- Leadership Development
- Product Management
- Sales Management
- Financial Advisory
- Strategic Financial Planning
- Financial Planners
- Certified Financial Planner
- Personal Financial Planning
- Holistic Financial Planning
- Trust Services
- Financial Services
- Asset Managment
- ETFs
- Alternative Investments
- Wealth
- FINRA
- Series 65
- Wealth Management Services
- Series 24
- 401k
- Separately Managed Accounts
- Investment Management
- Uniform Combined State Law
- Bonds
- Fixed Annuities
- Variable Annuities
- High Net Worth Individuals
- Fixed Income
- Public Speaking
- Sales
- Business Development
- Microsoft Excel
- Project Management
Howard Spivack Summary
- Howard Spivack, based in Philadelphia, PA, US, is currently a CFP® Instructor at Kaplan University. Howard Spivack brings experience from previous roles at Prestige Wealth Management Group, Citizens Securities, Inc. and InvestCloud (FormerlyTegra 118, formerly Fiserv Investment Services). Howard Spivack holds a 2008 - 2011 Masters in Personal Financial Planning - Completed 8/2011 @ College for Financial Planning. With a robust skill set that includes Financial Leadership, Financial Planning, Retirement Planning, Series 7, Portfolio Management and more. Howard Spivack has 2 emails and 2 mobile phone numbers on RocketReach.
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Howard Spivack
CFP® Instructor
Philadelphia, PA, US
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