Ted Bell Email & Phone Number
Senior Vice President - Investment Officer @ Wells Fargo Advisors
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Ted Bell Location
- Philadelphia, PA, US
Ted Bell Work
- 2010 - now Senior Vice President - Investment Officer @
- 2001 - 2010 Vice President - Investments @
- 1990 - 2001 Financial Advisor @
Ted Bell Education
- Pepperdine Graziadio Business School
Master of Business Administration (Finance)
2007 - 2009 - San Francisco State University
Master of Arts (Economics)
2004 - 2006 - University of California, Riverside
Bachelor of Arts (Business Economics)
2000 - 2004 - Pepperdine University
Ted Bell Skills
- Investments
- Retirement Planning
- Financial Services
- Mutual Funds
- Financial Analysis
- IRAs
- Equities
- Asset Allocation
- Retirement
- Financial Advisory
- Wealth Preservation Planning
- Investment Strategies
- Insurance
- Concentrated Stock Management
- Multi-generational Planning
- Fixed Income Strategies
- Retirement Savings
- Risk Management
- Strategic Planning
- Bonds
- 401k Planning
- 401k Rollovers
- Finance
- Multi Generational Planning
- Microsoft Excel
- Project Management
- Services
- Credit
- Mergers and Acquisitions
- Due Diligence
- Structured Finance
- Private Equity
- Asset Based Lending
- Corporate Finance
- Relationship Management
- Hedge Funds
- Financial Structuring
Ted Bell Summary
- Ted Bell, based in Philadelphia, PA, US, is currently a Senior Vice President - Investment Officer at Wells Fargo Advisors. Ted Bell brings experience from previous roles at UBS and Morgan Stanley. Ted Bell holds a 2007 - 2009 Master of Business Administration in Finance @ Pepperdine Graziadio Business School. With a robust skill set that includes Investments, Retirement Planning, Financial Services, Mutual Funds, Financial Analysis and more. Ted Bell has 3 emails and 2 mobile phone numbers on RocketReach.
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