Todd Abrams Email & Phone Number
Lead Expert Asset Management - Bank Examiner @ Office of the Comptroller of the Currency
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Todd Abrams Location
- Feasterville-Trevose, PA, US
Todd Abrams Work
- 2016 -now Lead Expert Asset Management - Bank Examiner @
- 2015 -2016 Examiner II @
- 2014 -2015 SVP - Director Wealth Advisory Group @
- 2009 -2013 Senior Vice-President and Managing Director @ CNB Bank (PA)
- 2005 -2009 Vice-President and Trust Advisor @
Todd Abrams Education
- Cannon Trust School - Athens, GA
CTFA (Certified Trust & Financial Advisor) (Trust, Estates & Financial Planning)
2003-2005 - Drexel University's LeBow College of Business
B.S. (Finance)
1983-1988 - Drexel University
Bachelors of Science in Business Administration (Finance, General)
1983-1988
Todd Abrams Skills
- Series 63
- Portfolio Management
- Finance
- Strategy
- Financial Advisory
- Series 7
- Relationship Management
- Wealth
- Mutual Funds
- Investment Strategies
- Credit
- Credit Analysis
- 401k
- Strategic Financial Planning
- Risk Management
- Estate Planning
- Research
- Commercial Banking
- Equities
- Strategy Development
- Marketing
- High Net Worth Individuals
- Securities
- Loans
- Retirement Planning
- Wealth Management Services
- Asset Allocation
- Customer Service
- Trust Management
- Fixed Income
- Trust Services
- Training
- Structured Finance
- Private Banking
- Commercial Lending
- Financial Services
- Investments
- Capital Markets
- Asset Managment
- Financial Markets
- Brokerage
- Wealth Management
- Hedge Funds
- Mortgage Lending
- Federal Reserve
- Microsoft Excel
- Investment Advisory
- Alternative Investments
- Retirement
- Asset Management
- Financial Risk
- Financial Planning
- Banking
- IRAs
- Ctfa
- Investment Management
Todd Abrams Summary
- Todd Abrams, based in Feasterville-Trevose, PA, US, is currently a Lead Expert Asset Management - Bank Examiner at Office of the Comptroller of the Currency. Todd Abrams brings experience from previous roles at Federal Reserve Bank of Cleveland, Androscoggin Bank, CNB Bank (PA) and Wachovia Bank, N.A.. Todd Abrams holds a 2003 - 2005 CTFA (Certified Trust & Financial Advisor) in Trust, Estates & Financial Planning @ Cannon Trust School - Athens, GA. With a robust skill set that includes Series 63, Portfolio Management, Finance, Strategy, Financial Advisory and more. Todd Abrams has 4 emails and 1 mobile phone numbers on RocketReach.
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