1991 -
now Vice President and Wealth Management, Financial Advisor, Branch Manager @
1985 -
1991 Account Representative @ R. H. Donnelley
Rick Kearney Education
The University of Pennsylvania - The Wharton School/College for Financial Planning
AWMA, Accredited Wealth Management Advisor
2010
-
2010
Penn State University
BS (Marketing)
1981
-
1984
Bishop Klonowski High School 1977
-
1981
Rick Kearney Skills
Estate Planning
Equities
Deferred Compensation
Fixed Annuities
Strategic Financial Planning
Wealth
Mutual Funds
Wealth Management
Bonds
Life Insurance
Investments
Retirement
Series 63
Insurance
Series 7
Portfolio Management
Asset Allocation
Asset Management
Investment Strategies
Investment Advisory
Financial Services
Financial Planning
401k
Financial Advisory
Finance
Financial Analysis
Retirement Planning
Securities
Leadership
Banking
Sales Management
Microsoft Excel
Project Management
Strategic Financial
Investment Banking
Commercial Banking
Underwriting
Valuation
Mortgage Banking
Rick Kearney Summary
Rick Kearney, based in Moosic, PA, US, is currently a Vice President and Wealth Management, Financial Advisor, Branch Manager at Janney Montgomery Scott. Rick Kearney brings experience from previous roles at R. H. Donnelley. Rick Kearney holds a 2010 - 2010 AWMA, Accredited Wealth Management Advisor @ The University of Pennsylvania - The Wharton School/College for Financial Planning. With a robust skill set that includes Estate Planning, Equities, Deferred Compensation, Fixed Annuities, Strategic Financial Planning and more. Rick Kearney has 3 emails on RocketReach.
Get contact details of over 700M profiles across 60M companies - all with industry-leading accuracy. Sales and Recruiter users, try out our Email Finder Extension.
Use our AI-Powered Email Finder
Find business and personal emails and mobile phone numbers with exclusive coverage across niche job titles, industries, and more for unparalleled targeting. Also available via our Contact Data API.