Susan Fisher Email and Phone Number
Family Wealth Advisor
at
Bernardo Wealth Planning
Susan Fisher Company Details
Company
Location
Harleysville, Pennsylvania, United States
Website
Industry
Investment Management
Susan Fisher's Current Company
Bernardo Wealth Planning
Industry | Investment Management | |
Location | Harleysville, Pennsylvania, United States |
Industry | Investment Management | |
Location | Harleysville, Pennsylvania, United States |
Susan Fisher's Experience and Education
Central Relationship Manager
2021-04 to Unknown
Boston, Massachusetts, United States
Vice President And Senior Trust Officer And Executive Director Of Charitable Foundation
2012-01 to 2015-03
Perkasie, Pennsylvania, United States
Volunteer Tax Preparer Through Vita Program
2011-01 to 2011-04
Kulpsville, Pennsylvania, United States
Wellington Village Homeowner Assn
President
2004 to 2009
Family Wealth Advisor
2020-06 to Unknown
Harleysville, Pennsylvania, United States
Associate Director Of Planned Giving
2011 to 2012-01
Villanova, Pennsylvania, United States
Secretary And Treasurer
2014-09 to 2016-01
Harrisburg, Pennsylvania, United States
Vice President And Senior Financial Advisor
2005-06 to 2011-06
Souderton, Pennsylvania, United States
Vice President And Senior Relationship Strategist
2015-03 to 2020-02
Pittsburgh, Pennsylvania, United States
Associates
2006 to 2007
American College
2007 to 2010
Frequently Asked Questions about Susan Fisher
What company does Susan Fisher work for?
Susan Fisher works for Bernardo Wealth Planning
What is Susan Fisher's role in his workplace?
Susan Fisher's role in his workplace is
Family Wealth Advisor .
Which industry does Susan Fisher work in currently?
Susan Fisher works in the industry
Investment Management.
What schools did Susan Fisher attended?
Susan Fisher attended
The American College Of Financial Services,
Houghton College,
American College,
and
Chestnut Hill College.
What are some of Susan Fisher's skills?
Susan Fisher has skills like
Strategic Financial Planning,
Retirement Planning,
Estate Planning,
Budgets,
Investments,
Portfolio Management,
Asset Managment,
Wealth Management,
Loans,
Asset Management,
Credit,
Nonprofits,
Small Business Lending,
Commercial Lending,
Banking,
Mortgage Lending,
Commercial Banking,
Fixed Annuities,
Consumer Lending,
Financial Services,
and
Financial Planners.
Who are Susan Fisher's colleagues?
Susan Fisher's colleagues are
Matt Rittenhouse,
John Bernardo,
Lance Rosina,
Jaclyn Kane,
Nicholas Bernardo,
Lance Rosina,
Matt Rittenhouse,
Nicholas Bernardo,
John Bernardo,
and
Jaclyn Kane.
Who are Susan Fisher's peers at other companies?
Susan Fisher's peers at other companies are
Jake Moller,
Joseph Grimm,
Magnus Duborg,
Tunde Ogunlana,
Antonio Mcglothin,
Lawrence Oakley,
and
Chase Reid.