Jaclyn Cornelius Email & Phone Number
Co-Founder, Chief Operating Officer, and Financial Advisor @ KeyVantage Wealth Advisors
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Jaclyn Cornelius Location
- Bethlehem, PA, US
Jaclyn Cornelius Work
- Co-Founder, Chief Operating Officer, and Financial Advisor @ (August 2024 - Present)
- Financial Advisor @ Valley National Financial Advisors (January 2007 - August 2024)
- Financial Planner @ Andesa Strategies, Inc. (January 2004 - January 2007)
Jaclyn Cornelius Education
- Leadership Lehigh Valley 2015-2016
- NYU Stern School of Business
BS (Business Management & Organizational Behavior)
1997-1999 - New York University
Bachelor's degree
Jaclyn Cornelius Skills
- Retirement Planning
- Wealth Management
- Series 7
- Strategic Financial Planning
- Mutual Funds
- Retirement
- Asset Allocation
- Uniform Combined State Law
- Estate Planning
- Fixed Annuities
- Series 63
- Portfolio Management
- Certified Financial Planner
- IRS Enrolled Agent
- Financial Reporting
- Supply Chain Management
- Public Speaking
- Customer Service
- Financial Analysis
- Budgets
Jaclyn Cornelius Summary
- Jaclyn Cornelius, based in Bethlehem, PA, US, is currently a Co-Founder, Chief Operating Officer, and Financial Advisor at KeyVantage Wealth Advisors. Jaclyn Cornelius brings experience from previous roles at Valley National Financial Advisors and Andesa Strategies, Inc.. Jaclyn Cornelius holds a 2015 - 2016 Leadership Lehigh Valley. With a robust skill set that includes Retirement Planning, Wealth Management, Series 7, Strategic Financial Planning, Mutual Funds and more. Jaclyn Cornelius has 1 emails and 2 mobile phone numbers on RocketReach.
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