Mandy Snider Email
Financial Consultant @ Fidelity Investments
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Mandy Snider Location
- Philadelphia, PA, US
Mandy Snider Work
- 2023 -now Financial Consultant @
- 2021 -2023 Financial Planner @
- 2015 -2021 Relationship Manager @
- 2000 -2015 Investment Sales Representative @ WSFS Wealth Investments
- 1997 -2005 Staff Sergeant, Audio and Visual Communications in the 166th Airlift Wing @
Mandy Snider Education
- Villanova University
Bachelor of Interdisciplinary Studies (Business Leadership)
2016-2019 - The American College of Financial Services
ChFC (Financial Planning and Services)
2015-2019 - Defense Information School
Visual Communications & Graphic Design Certificate
1997-1998
Mandy Snider Skills
- Tableau
- Microsoft Dynamics CRM
- Microsoft Power BI
- Redtail CRM
- Nitrogen Financial Planning Software (Riskalyze)
- Td Ameritrade platform
- Tax Clarity
- Salesforce CRM
- Financial Planning
- Tax
- Wealth Management Services
- Annuity Strategies
- Mutual Funds
- Investments
- Financial Advisory
- Banking
- Portfolio Management
- Financial Services
- Retail Banking
- Credit
- Loans
- Fixed Annuities
- Series 7
- Equity Trading
- Brokerage
- Investment Advisory
- Series 63
- Strategic Financial Planning
- Investment Administration
- Variable Annuities
- Indexed Annuities
- Retirement
- Life Insurance
- Management
- Securities
- Asset Management
- Equities
- Bonds
- Redtail
- Wealth Management
- Small Business Lending
- Commercial Lending
- Consumer Lending
- Retirement Planning
Mandy Snider Summary
- Mandy Snider, based in Philadelphia, PA, US, is currently a Financial Consultant at Fidelity Investments. Mandy Snider brings experience from previous roles at Thrive Financial Services, Vanguard, WSFS Wealth Investments and Air National Guard. Mandy Snider holds a 2016 - 2019 Bachelor of Interdisciplinary Studies in Business Leadership @ Villanova University. With a robust skill set that includes Tableau, Microsoft Dynamics CRM, Microsoft Power BI, Redtail CRM, Nitrogen Financial Planning Software (Riskalyze) and more. Mandy Snider has 4 emails on RocketReach.
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