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Wade Dew is listed as Financial Advisor at International Assets Advisory, a with 74 employees, based in Spring Lake, New Jersey, United States. AeroLeads shows a work email signal at iaac.com and a matched LinkedIn profile for Wade Dew.
Wade Dew previously worked as Financial Consultant at E*Trade and Premier Financial Advisor at Merrill Lynch. Wade Dew holds Business Administration from Ocean County College.
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Experienced Financial Advisor with a demonstrated history of working in the financial services industry. Skilled in College Funding Strategies, Traditional IRA, Sales, Tax Free Income, and Business Overhead Expense.
Listed skills include Customer Service, Sales, Public Speaking, Management, and 29 others.
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A career timeline built from the work history available for this profile.
Spring Lake, Nj
• Create comprehensive wealth management strategies for high net worth individuals and families.• Analyze portfolio performance, in conjunction with Wealth Management research and external parties, to make recommendations for change.• Communicate investment strategies in a clear and concise manner to retail clients and business partners that enables clients to make informed investment decisions.
New York, Ny-Midtown
• Worked out of Midtown Manhattan Client facing office, traveled to meet with client’s scheduling needs.• Maintained and Managed Book of $230 Million in Assets.• Consulted clients on Active Trading Accounts.• Developed Portfolios Strategies with average portfolios of $1mm of more.• Utilized E*TRADE’s Capital Management solutions when appropriate.
Pennington, Nj
• Top 2nd Quarter Performer in 2016.• Top Performer in May 2016.• Exceeded Sales Goals by 20+% each quarter.• Provided objective financial guidance to consumer segments that demand high quality service.• Built and maintained client base while growing relationships through new and existing networks.• Aligned Merrill Lynch products and services where appropriate based on client's objectives and risks.• Handled between 40 – 50 inbound calls and processed between 50 – 60 documents per day
Waretown, Nj
• Overseen the sales & operations, while assisting in business development within the branch, including profits and productivity.• Created and maintained a cross-selling environment that includes identifying customer needs.• Responsible for staff performance evaluations, performance issues, new hires, transfers, etc.• Effectively work with difficult high-profile customer issues.• Monitored and increased branch revenue growth.
Other employees you can reach at iaac.com. View company contacts for 74 employees →
Brandi Dix
Colleague at International Assets AdvisoryGreater Orlando, United States
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Kevin Deutsch
Colleague at International Assets AdvisoryNew York City Metropolitan Area, United States
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Mark J. Potocsny
Colleague at International Assets AdvisoryNew York City Metropolitan Area, United States
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Shelby Smith
Colleague at International Assets AdvisoryLake Mary, Florida, United States
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Mario Porras
Colleague at International Assets AdvisoryEl Paso Metropolitan Area, United States
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Harry Sze
Colleague at International Assets AdvisoryDoylestown, Pennsylvania, United States
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Nancy Weatherford
Colleague at International Assets AdvisoryFort Lauderdale, Florida, United States
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Christina Crosby
Colleague at International Assets AdvisoryOrlando, Florida, United States
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Bill Leedy
Colleague at International Assets AdvisoryOrlando, Florida, United States
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John Miller,Cfp®️
Colleague at International Assets AdvisoryJacksonville Beach, Florida, United States
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Quick answers generated from the profile data available on this page.
Wade Dew works for International Assets Advisory.
Wade Dew is listed as Financial Advisor at International Assets Advisory.
AeroLeads has found 2 work email signals at @iaac.com for Wade Dew at International Assets Advisory.
Wade Dew is based in Spring Lake, New Jersey, United States while working with International Assets Advisory.
Wade Dew has worked for International Assets Advisory, E*Trade, Merrill Lynch, and Oceanfirst Bank.
Wade Dew's colleagues at International Assets Advisory include Brandi Dix, Kevin Deutsch, Mark J. Potocsny, Shelby Smith, and Mario Porras.
You can use AeroLeads to view verified contact signals for Wade Dew at International Assets Advisory, including work email, phone, and LinkedIn data when available.
Wade Dew holds Business Administration from Ocean County College.
Wade Dew is listed with skills including Customer Service, Sales, Public Speaking, Management, Research, Investments, Trading, and Securities.
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