Slattery Email & Phone Number
Director of Ministry Relationships and Finance @ Authentic Intimacy
5 free lookup(s).
Slattery Location
- Richfield, OH, US
Slattery Work
- 2022 -now Director of Ministry Relationships and Finance @
- 2018 -2022 Senior Manager, Communication Consulting @
- 2005 -2018 Client Service Manager @
- 2002 -2005 Vice President, Private Banking @
Slattery Education
- Florida Institute of Technology
MBA (Business)
1994-1997 - Palm Beach Atlantic University
Bachelor of Arts (B.A.) (Marketing)
1989-1992
Slattery Skills
- Series 7
- 401k
- Mutual Funds
- Retirement
- Retirement Planning
- Asset Allocation
- ERISA
- Investments
- Insurance
- Retirement Plan Consulting
- Qualified Retirement Plans
- FINRA
- Financial Services
- Investment Advisory
- Pensions
- Securities
- Series 6
- Wealth Management
- Risk Management
- Microsoft Office
- Financial Analysis
- Banking
Slattery Summary
- Slattery, based in Richfield, OH, US, is currently a Director of Ministry Relationships and Finance at Authentic Intimacy. Slattery brings experience from previous roles at Schwab Retirement Plan Services, Charles Schwab and FirstMerit Bank. Slattery holds a 1994 - 1997 MBA in Business @ Florida Institute of Technology. With a robust skill set that includes Series 7, 401k, Mutual Funds, Retirement, Retirement Planning and more. Slattery has 2 emails and 1 mobile phone numbers on RocketReach.
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