Since 2014, Roberta Ream has been working in Ameriserv Financial Bank located 593, 593. This person is a competent Wealth Management Advisor and Assistant Vice President with over 35 years of work experience. According to Roberta's CV and work profile, this person has worked at more than four companies with numerous backgrounds and gained different skills. Roberta attended school at the College For Financial Planning from 2005 to 2006. This expert has the following certificates: Certified Financial Planner (Tm). Roberta can be found in Johnstown, Pennsylvania – where the professional currently lives. You can search for this person's phone and email. We can also provide you detailed contact information upon request.
Name variants:
Robbie Ream,
Robby Ream,
Robin Ream,
Robyn Ream,
Bobbie Ream,
Bobby Ream,
Berta Ream,
Bertie Ream
Last updated Jun 15, 2024
Contact Information
Workplace
Wealth Management Advisor and Assistant Vice President
Johnstown, PA
Industry
Banking, National Commercial Bank, Commercial Bank
Colleagues
Work History
Wealth Management Advisor and Assistant Vice President
216 Franklin St, Johnstown, PA 15901
AmeriServ Financial, Inc., A bank holding company, is the parent of AmeriServ Financial Bank®, AmeriServ Trust & Financial Services Company, and West Chester Capital Advisors. AmeriServ Fina...
from Jul 2014
Education
2005 — 2006
1991 — 1993
1985 — 1987
Occupations
Executive
Assistant Vice President
Advisor
Accountant
Finance and Accounting Specialist
Vice President
Chief Executive
Accounting Bookkeeper
Bookkeeper
Skills
Financial Analysis
Financial Planning
Strategic Planning
Public Speaking
Retirement Planning
Wealth Management
Estate Planning
Financial Services
Investment Advisory
Trust Services
Investment Strategies
Nonprofits
Trust Management
Charitable Trusts
Commercial Banking
Wealth Accumulation
New Business Development
Wealth Preservation Planning
Wealth Transfer
Multi Generational Wealth Transfer
Retirement Solutions
Employee Benefits
Pension Funds
Special Needs Trusts
401K
401K Rollovers
Business Owner Planning
Women Owned Business
Retail Banking
Widows and Widowers
Selling Business Wealth Management
Community Outreach
Iras
Estate Administration
Seminar Presentations
FAQs about Roberta Ream
What is the main profession of Roberta Ream?
This professional's job is Wealth Management Advisor and Assistant Vice President
What jobs is Roberta Ream proficient at at?
Roberta is a professional Executive and Assistant Vice President jobs.
Where is Roberta Ream located?
Roberta Ream is located in Johnstown, Pennsylvania.
How many companies did Roberta Ream work at?
The professional worked at four jobs.
Where has Roberta Ream studied?
Roberta studied at the College For Financial Planning from 2005 to 2006.
Are there any professional certifications Roberta Ream has?
This professional received the following certifications: Certified Financial Planner (Tm).
What is the industry that Roberta Ream worked in?
Roberta Ream works in Investment Management industry.
Are there any special skills, that Roberta Ream has?
Roberta Ream has skills in the following areas: Financial Analysis, Financial Planning, Strategic Planning, Public Speaking, Retirement Planning, Wealth Management, Estate Planning, and Financial Services.