Nick Stumpo Email & Phone Number
Senior Financial Advisor @ 2/13 Strategic Partners
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Nick Stumpo Location
- Lafayette Hill, PA, US
Nick Stumpo Work
- Senior Financial Advisor @ (January 2023 - Present)
- Senior Financial Advisor @ (January 2023 - March 2023)
- Financial Advisor Manager, Vanguard Personal Advisor Services™️ @ (September 2020 - January 2023)
- Deal Team Lead and Retirement Plan Consultant Manager, Institutional Sales @ (January 2018 - September 2020)
- RFP Supervisor, Institutional Sales @ (April 2016 - January 2018)
- Senior RFP Specialist, Institutional Sales @ (April 2015 - April 2016)
- RFP Specialist, Institutional Sales @ (September 2012 - April 2015)
- Investment Professional @ (March 2010 - September 2012)
Nick Stumpo Education
- Villanova University
Master of Business Administration (MBA)
2012-2017 - Penn State University
Bachelor's Degree (Marketing)
2005-2009
Nick Stumpo Skills
- Certified Financial Planner
- Wealth Management
- Coaching
- Financial Planning
- Investments
- Finance
- Series 63
- Financial Services
- Sales
- Asset Allocation
- Mutual Funds
- Equities
- Retirement
- Asset Management
- Sales Operations
- Microsoft Office
- PowerPoint
- Customer Service
- Management
- ETFs
- IRAs
- RFP
- Series 7
- Relationship Management
- FINRA Series 6
- FINRA Series 63
- Project Management
- Demographics
- Institutional
- Services
- Strategy
- Business Analysis
- Supervisor
- Savings
- Teaching
Nick Stumpo Summary
- Nick Stumpo, based in Lafayette Hill, PA, US, is currently a Senior Financial Advisor at 2/13 Strategic Partners. Nick Stumpo brings experience from previous roles at 2/13 Strategic Partners and Vanguard. Nick Stumpo holds a 2012 - 2017 Master of Business Administration (MBA) @ Villanova University. With a robust skill set that includes Certified Financial Planner, Wealth Management, Coaching, Financial Planning, Investments and more. Nick Stumpo has 1 emails and 1 mobile phone numbers on RocketReach.
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