Please complete the CAPTCHA to continue
area 724 and 412
✓
LinkedIn matched
A concise factual answer block for searchers comparing this professional profile.
Alan Pershing is listed as Financial Consultant at West Advisory Group at West Advisory Group, a with 19 employees, based in Greater Pittsburgh Region, United States. AeroLeads shows phone signal with area code 724, 412 and a matched LinkedIn profile for Alan Pershing.
Alan Pershing previously worked as Financial Consultant at West Advisory Group and Investment Advisor at Pnc Wealth Management. Alan Pershing holds Bachelor Of Science (Bs), Agribusiness Management from Pennsylvania State University.
This section adds company-level context without repeating Alan Pershing's masked contact details.
Review company-level records connected to Alan Pershing before choosing the right outreach path.
A success oriented individual that meets or exceeds expectations through exceptional customer partnership. I am recognized as a high-energy person that’s committed and dedicated to the task at hand. My MBA reflects a commitment to lifelong learning, maturity and dedication. I’m a very team oriented person who adds great value to my employer.
Listed skills include Employee Benefits, Banking, Analysis, Customer Service, and 8 others.
Company context helps verify the profile and gives searchers a useful next step.
A career timeline built from the work history available for this profile.
Greater Pittsburgh Area
We are a comprehensive financial planning firm working with individuals, families and businesses. We educate our clients on income planning, investment strategies and legacy planning in order to help reach their short-term and long-term financial objectives.
Greater Pittsburgh Area
Working with clients to develop an investment strategy to meet their financial needs, executing the agreed investment strategy and continuously working with my clients to ensure their investment allocation is meeting their needs. Educating clients regarding investment markets, PNC Wealth Management Investment policies and procedures, and proactively introducing new investment solutions and ideas to clients.
Pittsburgh
Additional knowledge, skills and abilities: • Knowledge of financial markets, and products. • Proven ability to gain client trust quickly as well as to create partnerships to achieve expected outcomes. • Ability to learn quickly and continuously, and to master complex financial products. • Strong business acumen, drive for results, professional demeanor, interpersonal communication, and presentation skills. • Strong computer skills to work with high tech desktop tools. • Demonstrated comfort in an environment with accountability and measurement.
Pittsburgh, Pa
• Develop a thorough understanding of clients' financial goals and objectives• Review and analyze clients' current financial situation• Identify and tailor solutions that can help clients' meet their individual needs• Implement clients' customized strategies, including personalized services and benefits• Monitor progress, periodically review strategies and we will maintain an ongoing commitment to you"Morgan Stanley Smith Barney LLC ("MSSB"), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. Statements and messages for US residents only and subject to the following terms; http://www.ms.com/disclaimers/mssbemail.html"
•Manage a staff of 10 people. •Make sure the facility is clean and presents well to residents and guests. •Complete payroll, scheduling and monthly projects in a timely manner.•Hire and train staff.
Other employees you can reach at westadvisorygroup.com. View company contacts for 19 employees →
Patricia H.
Colleague at West Advisory GroupErie-Meadville Area, United States
View →
JM
Jim Masone
Colleague at West Advisory GroupErie, Pennsylvania, United States
View →
CC
Calen Cummins
Colleague at West Advisory GroupAllison Park, Pennsylvania, United States
View →
JD
Jody Drakes
Colleague at West Advisory GroupErie, Pennsylvania, United States
View →
AF
Ashley Friedland
Colleague at West Advisory GroupPittsburgh, Pennsylvania, United States
View →
AP
Alan Pershing
Colleague at West Advisory GroupValencia, Pennsylvania, United States
View →
Activities and Societies: Assistant Captain of Penn State Altoona Ice Hockey team. (2003-2005)
Quick answers generated from the profile data available on this page.
Alan Pershing works for West Advisory Group.
Alan Pershing is listed as Financial Consultant at West Advisory Group at West Advisory Group.
AeroLeads has found 6 phone signal(s) with area code 724, 412 for Alan Pershing at West Advisory Group.
Alan Pershing is based in Greater Pittsburgh Region, United States while working with West Advisory Group.
Alan Pershing has worked for West Advisory Group, Pnc Wealth Management, Pnc Investments, Morgan Stanley Smith Barney, and Health Care Services Group.
Alan Pershing's colleagues at West Advisory Group include Patricia H., Jim Masone, Calen Cummins, Jody Drakes, and Ashley Friedland.
You can use AeroLeads to view verified contact signals for Alan Pershing at West Advisory Group, including work email, phone, and LinkedIn data when available.
Alan Pershing holds Bachelor Of Science (Bs), Agribusiness Management from Pennsylvania State University.
Alan Pershing is listed with skills including Employee Benefits, Banking, Analysis, Customer Service, Finance, Investments, Management, and Payroll.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial Search contactsCheck these profiles if this is not the Alan Pershing you were looking for.
View similar profiles
