Sym Financial Advisors
Company Profile
Industry:Management Consulting Services Investment Advisory Service
Phone:
Categories:Financial Planning Consultants & Services
Who has worked at Sym Financial Advisors
| Position at Sym Financial Advisors | Previous job position | |
|---|---|---|
| Bruce Hubbell | Senior Advisor |
|
| Dan Pacheco | Technology ManagerSince Jan 2002 |
|
| Deb Jones | Financial Paraplanner |
|
| Fred Helfrich | Vice PresidentSince Jan 2010 Certified Financial PlannerSince Jun 1986 Senior Financial AdvisorsJan 1981 - Dec 2009 |
SYM FinancialFinancial Advisor 1985 - 2008 |
| Jerald William Yeager | ||
| Jerry Yeager | CEOSince 1997 |
|
| Jonathan Hueftle | Financial Advisor |
|
| Julie Wiegand | Client Service RepresentativeSince Dec 2007 Client Service Representative |
|
| Natalie Erickson | Client Service RepresentativeSince Mar 2012 |
|
| Neil Donahoe | Chief Investment OfficerSince Feb 1987 |
|
| Nick Gray | Retirement Plan & Planning AdvisorSince Sep 2012 |
Lincoln Financial AdvisorsRetirement Plan & Planning Advisor Sep 1995 - Sep 2012 |
| Steve Yeager | Senior Vice President/ PrincipalSince Oct 2000 |
United States NavyLieutenant Commander Jun 1990 - Sep 2000 |
| Terri Savill | New Business CoordinatorSince Jan 2004 HR ManagerMay 2001 - Jan 2004 Administrative Coordinator - PersonnelSep 1999 - May 2001 |
|
| Tom Ackmann | Vice PresidentSince Jul 2011 |
Baden Retirement Plan ServicesVice President Jan 2010 - Jul 2011 |
Former Employees
| Position at Sym Financial Advisors | Next job position | |
|---|---|---|
| Chuck Yeager | Founder / President / CEO1968 - 2006 |
Seymour Mfg.Executive V.P. Sales / Strategic Planning Since Sep 2012 |
| Keri Mccall | Client Services RepresentativeMar 2006 - Oct 2007 |
Teen Parents Succeeding, Inc.Director Since Nov 2008 |
| Lisa Frauhiger | Corporate Administrative Assistant2004 - Aug 2014 |
|
| Mary Pat Latowski | Financial AdvisorSince Sep 2000 |
SYM FinancialFinancial Advisor Since Sep 2000 |
| Rich Haddad | COO/CFOSep 1992 - Mar 2000 |
K21 Health FoundationPresident and CEO Since Oct 2006 |