Richard Weyers Cfp Email & Phone Number | A 28-year career of repeated successes in financial services, particularly with registered investment advisors, with expertise in operations combined with broad strengths in finance, investments, marketing, administration as well as people, processes and technology. Employers have ranged to 56 billion in assets under management. Recognized as a driven leader with a comprehensive knowledge of each job function in a financial services organization, having held each position during career progression. Specialties: Strategic Planning & Execution, Cost Reduction, Regulatory Compliance, Organizational Restructuring, Productivity Improvement, Technology Implementation, Multi-Site Management, Efficiency Enhancement, Mergers & Acquisitions, Controls Implementation, Forecasting & Analysis, New Business Formation

Richard Weyers Cfp

A 28-year career of repeated successes in financial services, particularly with registered investmen...
1 Pine Ridge Court, Chester, United States

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Richard Weyers Cfp’s Email rweyers@tswealth.com

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Richard Weyers Cfp’s Location 1 Pine Ridge Court, Chester, United States

Richard Weyers Cfp’s Current Industry Mercer Advisors

Richard Weyers Cfp’s Prior Industry Traust Sollus Wealth Management | Legg Mason Private Portfolio | Geller | Nemco Brokerage | Victory Capital Management

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Work Experience

Mercer Advisors

Vice President, M&A Integrations

2018-04-01 00:00:00 - Present

Traust Sollus Wealth Management

Chief Operating Officer

2011-08-01 00:00:00 - 2022-10-01 00:00:00

Legg Mason Private Portfolio

Head of Portfolio Implementation

2008-08-01 00:00:00 - 2011-07-01 00:00:00

Geller

Chief Operating Officer

2007-08-01 00:00:00 - 2008-02-01 00:00:00

Nemco Brokerage

Chief Operating Officer

2006-04-01 00:00:00 - 2007-07-01 00:00:00

Victory Capital Management

Chief Administrative Officer

1994-02-01 00:00:00 - 2005-11-01 00:00:00

Skills

No Skills Available

Languages

No Languages Available

FAQ About Richard Weyers Cfp

Richard Weyers Cfp is located at
1 Pine Ridge Court, Chester, United States

Richard Weyers Cfp is a A 28-year career of repeated successes in financial services, particularly with registered investment advisors, with expertise in operations combined with broad strengths in finance, investments, marketing, administration as well as people, processes and technology. Employers have ranged to 56 billion in assets under management. Recognized as a driven leader with a comprehensive knowledge of each job function in a financial services organization, having held each position during career progression. Specialties: Strategic Planning & Execution, Cost Reduction, Regulatory Compliance, Organizational Restructuring, Productivity Improvement, Technology Implementation, Multi-Site Management, Efficiency Enhancement, Mergers & Acquisitions, Controls Implementation, Forecasting & Analysis, New Business Formation

Richard Weyers Cfp currently works in the Mercer Advisors |

No Languages Available

Richard Weyers Cfp has prior
experience in the following industries:
Traust Sollus Wealth Management | Legg Mason Private Portfolio | Geller | Nemco Brokerage | Victory Capital Management

Richard Weyers Cfp has the following professional experience:
Mercer Advisors | Traust Sollus Wealth Management | Legg Mason Private Portfolio | Geller | Nemco Brokerage | Victory Capital Management