henry depippo
vice president - financial consultant
About
I am an outgoing individual who is comfortable evaluating a client's situation, discussing solutions and gaining the client's confidence to implement the plan. I have excellent communication and presentation skills and use a consultative needs-based approach with clients to produce successful financial plans.
united states
eastchester
financial services
series 7, series 63, client experience, retirement services, wealth management, consultative selling, retirement planning, series 65
Experience
wealth advisor
wells fargo
vice president-financial consultant
charles schwab
vice president - financial consultant
charles schwab
vice president, senior account executive
fidelity investments
Education
pace university
business administration
henry depippo's Contact Information
Phone
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