Alyssa Mcmahon

Managing Director and Director of Financial Planning

Alyssa Mcmahon has been a Managing Director and Director of Financial Planning at Prestige Wealth Management Group since 2016. Furthermore, Alyssa has on-the-job experience at more than four companies in the related field. Alyssa has a total work experience of nine+ years. Alyssa Mcmahon studied at the Rutgers University from 2003 to 2005. Currently they live in New York, New York region. Find Alyssa Mcmahon's current email address and number through our search.
Name variants:
Alice Mcmahon
Last updated Jun 29, 2024

Contact Information

Last Update
Jul 4, 2022
Email
am**@prestigewmg.com, ay**@hotmail.com
Location
New York, NY

Workplace

Prestige Wealth Management Group
Managing Director and Director of Financial Planning

Flemington, NJ

Industry

Financial Services, Financial Advisor

Work History

Managing Director and Director of Financial Planning

31 Rte #12, Flemington, NJ
from Jun 2016

Director of Financial Planner and Investment Operations

31 Rte #12, Flemington, NJ
We at Prestige Wealth Management Group believe that detailed and proactive financial planning is the cornerstone of successful financial decisions. Our services equate to operating as your o...
from Oct 1, 2014

Wealth Advisor

31 Rte #12, Flemington, NJ
Feb 2013 — Sep 2014

Financial Planner

New Jersey
Sep 2005 — Jan 2013

Education

2003 — 2005

Occupations

Executive
Chief Executive Officer
Director
Accountant
Finance and Accounting Specialist
Financial Broker
Financial Planner
Financial Director
Partner
Corporate Executive
Chief Executive
Operations Manager
Accounting Bookkeeper
Bookkeeper
Financial Management Analyst
Financial Services Sales Agent
Financial Officer
Financial Manager

Skills

Financial Planning
Investments
Asset Allocation
Finance
Wealth
Investment Advisory
Wealth Management
Retirement Planning
Portfolio Management
Mutual Funds
Asset Management
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