Tax Administrator@ CI Radnor Private Wealth
Hannah Washam, CFP®
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Temple University
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Tell me more about Hannah Washam, CFP®?
FlashIntel GPTHannah Washam, CFP(r) is a highly experienced professional with 12.6 years of work experience. She has worked at CI Radnor Private Wealth in Pennsylvania as a Tax Administrator and Financial Support, focusing on Financial Services. Hannah also has experience as an Intern at Temple University and as a Teaching Assistant at Temple University. She has a background in Market Data Services and has interned at T. Rowe Price. Hannah's expertise lies in the field of financial services and she has worked with a wide range of clients, including individuals, small businesses, and large corporations.
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Emails and Phone Numbers
Work Experience
Tax Administrator
Financial Support
Intern
Financial Services
Hannah Washam, CFP®'s Professional Milestones
- Tax Administrator (2020-01-01~): Streamlined tax processes and enhanced compliance, optimizing efficiency and accuracy for the organization.
- Financial Support (2018-01-01~2018-06-01): Provided exceptional financial support, ensuring optimal performance for clients' financial needs.
Education
3.91
2015-2017Certification
Colleagues
Other Named Hannah Washam, CFP®
Frequently asked questions
Hannah Washam, CFP®'s social media include: Linkedin,
Hannah Washam, CFP® works for CI Radnor Private Wealth
Hannah Washam, CFP®'s role in CI Radnor Private Wealth is Tax Administrator
Hannah Washam, CFP® works in the industry of Financial Services
Hannah Washam, CFP®'s colleagues are Aifa Edd Hyde,Charles Dugger,Haley Becker
Hannah Washam, CFP®'s latest job experience is Tax Administrator at CI Radnor Private Wealth
Hannah Washam, CFP®'s latest education in Temple University
