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Toni Falcone

Toni Falcone

Relationship Banker

Followers of Toni Falcone54 followers
location of Toni FalconeUnited States

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  • Timeline

  • About me

    Client Relationship Manager at Delta Community Retirement & Investment Services

  • Education

    • Kutztown University of Pennsylvania

      2006 - 2011
      Secondary Education and Teaching Summa Cum Laude

      Activities and Societies: Phi Delta Kappa

    • Lehigh Carbon Community College

      2003 - 2006
      Associate's degree Human Resources Management/Personnel Administration, General

  • Experience

    • Wells Fargo

      Jul 2022 - Jun 2023
      Relationship Banker

    • Delta Community Retirement & Investment Services

      Jul 2023 - now
      Client Relationship Manager

  • Licenses & Certifications

    • Series 63

      FINRA

    • Georgia State Life Insurance License

      Georgia Department of Insurance & Safety Fire

    • Series 6

      FINRA

    • Chartered Retirement Planning Counselor

      Kaplan
      Jun 2024

    • Series 7

      FINRA
      Oct 2023

    • Series 66

      FINRA
      Dec 2023

    • Georgia Variable Insurance License

      Georgia Department of Insurance & Safety Fire

    • Notary Public

      Georgia Public Notary