Penny Post-Freeman Email & Phone Number
Senior Client Service Associate @ Savant Wealth Management
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Penny Post-Freeman Location
- Peoria, IL, US
Penny Post-Freeman Work
- Senior Client Service Associate @ (October 2010 - Present)
- Branch Manager's Assistant @ (October 2006 - September 2010)
- Registered Associate @ Smith Barney (June 2005 - October 2006)
- Office Administrator, Client Service Representative @ (October 2010 - Present)
Penny Post-Freeman Education
- Illinois Central College 1981-1982
Penny Post-Freeman Skills
- 401k Rollovers
- Infrastructure Management
- Retirement Savings
- Personal Financial
- Registered Paraplanner
- Cash Flow
- Infrastructure
- Financial Services
- Wealth Management
- Personal Financial Planning
Penny Post-Freeman Summary
- Penny Post-Freeman, based in Peoria, IL, US, is currently a Senior Client Service Associate at Savant Wealth Management. Penny Post-Freeman brings experience from previous roles at Morgan Stanley Smith Barney, Smith Barney and Savant Capital Management. Penny Post-Freeman holds a 1981 - 1982 Illinois Central College. With a robust skill set that includes 401k Rollovers, Infrastructure Management, Retirement Savings, Personal Financial, Registered Paraplanner and more. Penny Post-Freeman has 1 emails and 1 mobile phone numbers on RocketReach.
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