Shandon Gelbaugh Email & Phone Number

President - Co-Founder - Financial Advisor - Senior Financial Analyst - CIO - CFO @ Arca Archa LLC

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Shandon Gelbaugh's Location

Blue Bell, PA, US

Shandon Gelbaugh's Work

President - Co-Founder - Financial Advisor - Senior Financial Analyst - CIO - CFO @ Arca Archa LLC
Investment Consultant @ TD Ameritrade
Regional Manager and Business Development Director - Senior Financial Advisor @ Santander Bank, N.A.

Financial Advisor @ American Express Financial Advisors (Ameriprise)
Sales and General Manager @ Staples (The Office Super Store)

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Shandon Gelbaugh's Education

Institute of Business and Finance - Graduate Program
MSFS (Masters of Science in Financial Services)
Corporate Finance Institute® (CFI)
Financial Modeling and Valuation Analyst (Financial Analyst)
Project Management Institute - PMI
Project Management Professional - PMP (Currently Enrolled)

Shandon Gelbaugh's Skills

Wealth Management
Investments
Retirement

Insurance
Asset Allocation
Investment Strategies
Financial Advisory
Financial Planning
Estate Planning
Strategic Financial Planning

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Shandon Gelbaugh's Summary

Shandon Gelbaugh, based in Blue Bell, PA, US, is currently a President - Co-Founder - Financial Advisor - Senior Financial Analyst - CIO - CFO at Arca Archa LLC, bringing experience from previous roles at TD Ameritrade, Sovereign Bank, American Express Financial Advisors (Ameriprise) and Staples (The Office Super Store). Shandon Gelbaugh holds a MSFS in Masters of Science in Financial Services @ Institute of Business and Finance - Graduate Program. With a robust skill set that includes Wealth Management, Investments, Retirement, Insurance, Asset Allocation and more, Shandon Gelbaugh contributes valuable insights to the industry. Shandon Gelbaugh has 3 emails and 1 mobile phone number on RocketReach.