Rhonda Spence

Rhonda Spence Email and Phone Number

Senior Solutions Consultant @ Adhesion Wealth Advisor Solutions
San Diego, CA, US
Rhonda Spence's Location
San Diego Metropolitan Area, United States
Rhonda Spence's Contact Details

Rhonda Spence personal email

n/a

Rhonda Spence phone numbers

About Rhonda Spence

Over twenty years financial industry experience. Talents and skills include but not limited to Business Development, Asset Management, Custody, Independent Broker Dealer, Investment Advisory, and Mutual Funds. Accomplished in consultative selling and rapport building. Driven and passionate team player with strong work ethic and full determination to succeed.

Rhonda Spence's Current Company Details
Adhesion Wealth Advisor Solutions

Adhesion Wealth Advisor Solutions

View
Senior Solutions Consultant
San Diego, CA, US
Website:
adhesionwealth.com
Employees:
59
Rhonda Spence Work Experience Details
  • Adhesion Wealth Advisor Solutions
    Senior Solutions Consultant
    Adhesion Wealth Advisor Solutions
    San Diego, Ca, Us
    View
  • Ss&C Advent
    Senior Business Development Executive
    Ss&C Advent Sep 2021 - Present
    View
  • Schwab Advisor Services
    Business Development Officer
    Schwab Advisor Services Apr 2018 - Jan 2021
    Newport Beach, Ca
    View
  • Lpl Financial
    Regional Director Business Development
    Lpl Financial Aug 2015 - Apr 2018
    Greater San Diego Area
    View
  • Dunham & Associates
    Regional Director
    Dunham & Associates Mar 2009 - Jun 2010
    Greater San Diego Area
    View
  • Voya Investment Management, Ing Funds
    Regional Vice President
    Voya Investment Management, Ing Funds Jan 2002 - Jul 2008
    Greater San Diego Area
    View
  • Aig Advisor Group, Sunamerica Securites
    Investment Representative
    Aig Advisor Group, Sunamerica Securites Jan 2000 - Jan 2002
    Scottsdale, Az
    View
  • Voya Investment Management, Pilgrim Funds
    Internal Wholesaler
    Voya Investment Management, Pilgrim Funds Nov 1999 - Apr 2000
    Phoenix, Az
    View
  • Aig Advisor Group, Sunamerica Securites
    Customer Service, Trading, Transition Manager
    Aig Advisor Group, Sunamerica Securites Feb 1997 - Nov 1999
    Phoenix, Az
    View

Rhonda Spence Skills

Portfolio Management Sales Customer Service Customer Retention Investments Consultative Selling Mutual Funds Financial Services Relationship Building

Rhonda Spence Education Details

  • Minnesota State University
    Minnesota State University

Frequently Asked Questions about Rhonda Spence

What company does Rhonda Spence work for?

Rhonda Spence works for Adhesion Wealth Advisor Solutions

What is Rhonda Spence's role at the current company?

Rhonda Spence's current role is Senior Solutions Consultant.

What is Rhonda Spence's email address?

Rhonda Spence's email address is rh****@****lpl.com

What is Rhonda Spence's direct phone number?

Rhonda Spence's direct phone number is +185890*****

What schools did Rhonda Spence attend?

Rhonda Spence attended Minnesota State University.

What skills is Rhonda Spence known for?

Rhonda Spence has skills like Portfolio Management, Sales, Customer Service, Customer Retention, Investments, Consultative Selling, Mutual Funds, Financial Services, Relationship Building.

Who are Rhonda Spence's colleagues?

Rhonda Spence's colleagues are Hong C., Jordan Darr, Lauren Reyes, Cpm®, Tai Vu, Lu Cordero, Brett Lenz, Greyson C. Ayers.

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