Trisha Baccellieri Email & Phone Number
Financial Planning Associate @ Heritage Wealth Management Group
Trisha Baccellieri's Location
Virginia Beach, VA, US
Trisha Baccellieri's Work
- Financial Planning Associate @ Heritage Wealth Management Group
- Financial Planning Intern @ Heritage Wealth Management Group
- Sales @ Hallmark Cards
- Receptionist and Certified Tax Preparer @ Jackson Hewitt Tax Service Inc.
- Credit Coach @ ANN INC.
- Sales @ Dillard's Inc.
- Sales @ Stein Mart
Trisha Baccellieri's Education
- Old Dominion University
Executive Certificate in Financial Planning (Finance, General CFP Program of Continuing Education)
2015 - 2016 - Jackson Hewitt Tax School
Certificate of Tax Course completion (Enrolled Tax Preparation)
2014 - 2015 - Kellam High School
Psychology
- Old Dominion University
Bachelor of Science (B.S.) (Interdisciplinary Studies)
- Princess Anne Middle
- Tidewater Community College
Associate of Arts - AA (Liberal Arts and Sciences, General Studies and Humanities)
- VA Life Insurance
VA Life, Health and Annuities license 2016 (Virginia Insurance)
Trisha Baccellieri's Skills
- Merchandising
- Fashion
- Customer Service
- Team Building
- Visual Merchandising
- Leadership Counseling
- Credit Sales
- Driving Results
- Luxury Goods
- Retail Sales
Trisha Baccellieri's Summary
Trisha Baccellieri, based in Virginia Beach, VA, US, is currently a Financial Planning Associate at Heritage Wealth Management Group, Ltd., bringing experience from previous roles at Heritage Wealth Management Group, Ltd., Hallmark Cards, Jackson Hewitt Tax Service Inc. and ANN INC.. Trisha Baccellieri holds a 2015 - 2016 Executive Certificate in Financial Planning in Finance, General CFP Program of Continuing Education @ Old Dominion University. With a robust skill set that includes Merchandising, Fashion, Customer Service, Team Building, Visual Merchandising and more, Trisha Baccellieri contributes valuable insights to the industry. Trisha Baccellieri has 1 email on RocketReach.
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Top Heritage Wealth Management Group Employees
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