Verified recordFinancial Services

David Reilly

Senior Success Coach at Emoney Advisor

Based in Pittsburgh, United States

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Seniority

Manager

Department

Customer/Client Service

Location

Pittsburgh

Industry

Financial Services

Company size

635

Contact information

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Email

1 credit

d•••••••@emoneyadvisor.com

Phone

5 credits

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Background

About David Reilly

Experienced Wealth Strategist in Financial Planning. Wealth Relationship Manager and Trust Administrator with a demonstrated history of working in the financial services industry. CFP candidate. Skilled in Microsoft Excel, Customer Service, Microsoft Word, Microsoft PowerPoint, Strong finance professional with a Master's degree focused in Organizational Leadership from Duquesne University. BS Communications Media, Indiana University of Pennsylvania. Pennsylvania Bankers Association, School of Trust, Investments and Wealth Management

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