Adpa Stephanie Tretina Polak is a high-level expert, that works in Wells Fargo Advisors main office of which is in 104. on the position of Financial Advisor at Wells Fargo Advisors, Llc from 2015. This expert gained professional experience in more than five positions at different companies. Adpa Stephanie Tretina Polak went to the Cfa Institute and received education from 2012 to 2016. Adpa has these professional qualifications: Cfa and Adpa. Greensburg, Pennsylvania is the area, where this expert was known to settle. This expert's phone number and email can be easily accessed through SoftwareOfficial by request.
Name variants:
Adpa Polak
Last updated Feb 19, 2025
Contact Information
Workplace
Financial Advisor at Wells Fargo Advisors, Llc
Saint Louis, MO
Industry
Financial Services
Colleagues
Work History
Financial Advisor at Wells Fargo Advisors, Llc
1 north Jefferson Ave St, Louis, MO
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker dealer and non-bank affiliate of Wells Fargo & Company. INVESTMENT AND INSUR...
from Apr 1, 2015
Investment Management Specialist, Associate Vice President
420 Montgomery St, San Francisco, CA 94129
Nov 2010 — Apr 2015
Licensed Financial Specialist
420 Montgomery St, San Francisco, CA 94129
Jun 2007 — Nov 2010
Asset Management Accountant
13024 Ballantyne Corporate Pl SUITE 250, Charlotte, NC 28277
Jul 2006 — Jun 2007
Education
2012 — 2016
2008 — 2011
2002 — 2006
Occupations
Financial Broker
Financial Consultant
Sales Specialist
Agent
Sales Agent
Accountant
Finance and Accounting Specialist
Executive
Assistant Vice President
Financial Services Professional
Financial Services Sales Agent
Sales Representative
Accounting Bookkeeper
Bookkeeper
Vice President
Chief Executive
Skills
Finance
Investments
Financial Analysis
Mutual Funds
Insurance
Financial Reporting
Asset Allocation
Financial Services
Trading
Small Business
FAQs about Adpa Stephanie Tretina Polak
What's the main profession of Adpa Stephanie Tretina Polak?
Adpa Stephanie Tretina Polak is a Financial Advisor, Llc.
What are the main profession of The professional?
These person's professions are Financial Broker and Financial Consultant
Where does Adpa Stephanie Tretina Polak live?
Adpa lives in Greensburg, Pennsylvania.
How many companies did Adpa Stephanie Tretina Polak work at?
Adpa Stephanie Tretina Polak worked at five jobs.
Where has Adpa Stephanie Tretina Polak studied?
Adpa studied at the Cfa Institute from 2012 to 2016.
What are the certifications of Adpa Stephanie Tretina Polak?
This expert received the following certifications: Cfa and Adpa.
What is the industry that Adpa Stephanie Tretina Polak worked in?
Adpa Stephanie Tretina Polak works in Financial Services industry.
What are special skills of Adpa Stephanie Tretina Polak?
This person has the following skills: Finance, Investments, Financial Analysis, Mutual Funds, Insurance, Financial Reporting, Asset Allocation, Financial Services, Trading, and Small Business.