Ted Braun Email & Phone Number
Senior Vice President, Financial Advisor @ Wealth Enhancement Group
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Ted Braun Location
- Philadelphia, PA, US
Ted Braun Work
- 2023 -now Senior Vice President, Financial Advisor @
- 2021 -2023 Vice President, Financial Advisor @
- 2016 -2021 Senior Financial Planner @
- 2014 -2016 Project Manager - Financial Advisor Services (FAS) @
- 2013 -2014 Supervisor - Financial Advisor Services (FAS) @
- 2011 -2013 Supervisor - Participant Services @
- 2010 -2011 Participant Services Administrator @
- 2008 -2010 Senior Client Relationship Associate - Participant Services @
- 2007 -2008 Client Relationship Associate - Participant Services @
- 2006 -2007 Pharmacy Technician @
- 2005 -2006 Customer Service Representative @
Ted Braun Education
- The Income Tax School
(Taxation)
2016-2017 - Kaplan University
Financial Planning Education Program (Financial Planning and Services)
2014-2015 - Strayer University
Bachelor of Business Administration (President's List)
2008-2013 - Delaware County Community College
Associate of Business Administration (Finance)
2002-2006
Ted Braun Skills
- Personal Financial Planning
- Independent Financial Advice
- Mutual Funds
- Investments
- Finance
- Training
- Relationship Management
- CRM
- Series 63
- Insurance
- Retirement
- Coaching
- New Business Development
- Microsoft Excel
- Process Improvement
- Customer Service
- Microsoft Office
- Call Centers
- Business Development
- Call Center
- Financial Analysis
- Data Analysis
- Adobe Connect
- Leadership
- Financial Services
- Project Management
- Retirement Planning
- Financial Planning
- Operations Management
- Series 6
- Analysis
- Management
- Sales
- Strategic Planning
- PowerPoint
Ted Braun Summary
- Ted Braun, based in Philadelphia, PA, US, is currently a Senior Vice President, Financial Advisor at Wealth Enhancement Group. Ted Braun brings experience from previous roles at Wealth Enhancement Group, Hoover Financial Advisors and Vanguard. Ted Braun holds a 2016 - 2017 The Income Tax School. With a robust skill set that includes Personal Financial Planning, Independent Financial Advice, Mutual Funds, Investments, Finance and more. Ted Braun has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Wealth Enhancement Group Employees
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Kristopher Carroll
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Madison, WI, US
Max Kayajanian
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