Ivan Weiss Email & Phone Number
Director of Advisor Development @ The Pelora Group
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Ivan Weiss Location
- Fort Mill, SC, US
Ivan Weiss Work
- 2025 -now Director of Advisor Development @
- 2016 -2025 Vice President @ Weber Consulting Associates, Inc.
- 2010 -2016 Sales and Marketing Consultant @
- 2008 -2010 Financial Advisor @ USAA Investment Management
- 2004 -2007 Financial Advisor @ UBS Wealth Management | Piper Jaffray (Acquired by UBS Wealth Management)
- 2001 -2002 Outside Sales @ Northwestern Tire Company of St. Paul
- 1999 -2001 Outside Sales @
- 1998 -1999 Fiscal Services Specialist @
Ivan Weiss Education
- University of Wisconsin-La Crosse
Bachelor of Science - BS (Public Administration and Political Science)
- Hamline University
Master’s Degree in Public Administration (put on hold, No degree) (Public Administration)
- Stillwater Sr. High School
High School (General Studies)
Ivan Weiss Skills
- Budgets
- Series 7
- Series 66
- Life Insurance
- AAMS
- CRPC
- Series 65
- Microsoft Office
- Lotus
- Financial Planning
- Retirement Planning
- Qualified Retirement Plans
- Asset Management
- Coaching
- Sports Coaching
- Sales Management
- Sales
- Account Management
- Operations Management
- Finance
- Mutual Funds
- Investments
- Leadership
- Strategic Planning
- Management
- Customer Service
Ivan Weiss Summary
- Ivan Weiss, based in Fort Mill, SC, US, is currently a Director of Advisor Development at The Pelora Group. Ivan Weiss brings experience from previous roles at Weber Consulting Associates, Inc., SBG, Inc., USAA Investment Management and UBS Wealth Management | Piper Jaffray (Acquired by UBS Wealth Management). Ivan Weiss holds a Bachelor of Science - BS in Public Administration and Political Science @ University of Wisconsin-La Crosse. With a robust skill set that includes Budgets, Series 7, Series 66, Life Insurance, AAMS and more. Ivan Weiss has 1 emails and 2 mobile phone numbers on RocketReach.
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Ivan Weiss
Director of Advisor Development
Fort Mill, SC, US
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