Sherry L. Confer
Geen lopende functies
Profiel
Ms. Sherry L.
Confer is Business Manager at Vantage Investment Advisors LLC.
As a New Business Coordinator, Ms. Confer processes completed applications and monitors the account transfer process.
She carefully oversees the transfer process to ensure the completeness, timeliness, and accuracy of the transfers.
In addition, Ms. Confer assists in the processing of all contributions and distributions for client accounts.
Ms. Confer is a South Hills Business School graduate and has over 20 years of experience in the financial services and insurance industry.
Eerdere bekende functies van Sherry L. Confer
| Bedrijven | Functie | Einde |
|---|---|---|
Mariner Wealth Advisors /Old/
 Mariner Wealth Advisors /Old/ Investment ManagersFinance Founded in 2000, Vantage Investment Advisors LLC is a registered investment advisor located in State College, Pennsylvania. The firm is a direct subsidiary of Mariner Wealth Advisors LLC and is ultimately owned by the Bicknell Family Management Co. Trust. They provide services to high net-worth individuals, trusts and qualified plans. | Corporate Officer/Principal | - |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
| Bedrijven in privébezit | 1 |
|---|---|
Mariner Wealth Advisors /Old/
Mariner Wealth Advisors /Old/ Investment ManagersFinance Founded in 2000, Vantage Investment Advisors LLC is a registered investment advisor located in State College, Pennsylvania. The firm is a direct subsidiary of Mariner Wealth Advisors LLC and is ultimately owned by the Bicknell Family Management Co. Trust. They provide services to high net-worth individuals, trusts and qualified plans. | Finance |
