Haley Langan, CFP®

Experience

• 

  Rita's Italian Ice

  Mar 2010 - Aug 2014

  Shift Manager

  • Worked as a Shift Manger involving opening and closing the store, run reports at the end of the night, supervise other employees during the shift, help train new employees• Serve the products to and interact with customers• Cashier• Clean machines and maintain cleanliness of the store• Make the Italian Ice flavors for the day

• 

  Eastern University

  Sept 2012 - May 2015

  Student Assistant

  • Scan the mail and copy documents• Use the software Nolij for documents• Prepare admission decision packets and send them out

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  Bath & Body Works

  Aug 2013 - Jan 2014

  Sales Associate

   Worked as a cashier Restock shelves and organize back storage area Interact with customers on the sales floor and help them find the right products

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  HighTower

  May 2014 - Dec 2015

  Finance Intern

   Utilize Salesforce to update prospect & client profiles  Interact with clients to increase attendance at seminars and workshops Generate financial planning and portfolio performance reports  Research various compliance related issues relative to Schwab client accounts Organize documents and maintain records in client folders Coordinate client mailings and prospect invitations for group events Utilize LinkedIn to find possible connections for prospects from current clients Create client documents such as agendas and wealth management summaries Prepare folders and documents for prospective client meetings Responsible for prospecting and center of influence event invitations  In charge of monthly prospect letter mailings Produce investment fund reports with the program MPI Stylus Conduct and obtain research on the biotechnology industry and select companies Work on marketing campaigns via Marketo Maintain and update social media websites such as Facebook, Twitter, LinkedIn Show less

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  SEI

  Jan 2016 - Mar 2017

  Fund Accountant

  - Prepare cash reconciliations for all accounts for each fund daily- Process funds trade activity and communicate with investment manager- Resolve cash reconciling items on a timely basis- Maintain daily accounting records - Perform administrative functions related to alternative fund requirements- Perform month end close process and valuation for funds- Meet client month-end valuation and reporting deliverables- Perform problem and error resolution on a timely basis when necessary Show less

• 

  Radnor Financial Advisors, LLC

  Mar 2017 - May 2022

  • Financial Planner

    Jan 2020 - May 2022

  • Associate Planner

    Jan 2018 - Jan 2020

  • Financial and Marketing Support

    Mar 2017 - Dec 2017
• 

  Corient

  May 2022 - now

  Corient is one of the largest integrated fee-only RIAs in the United States. Our experienced team of wealth advisors has knowledge spanning the full spectrum of planning, investing, lending and money management disciplines. Our unique partnership model fosters professional collaboration rather than competition and a relentless focus on excellence—designed to deliver a differentiated wealth management experience. As fiduciaries, we put our clients first and at the center of everything we do. As a firm, we focus on exceeding expectations, simplifying lives and establishing lasting legacies. Show less

  • Wealth Advisor

    Jan 2024 - now

  • Associate Wealth Advisor

    May 2022 - Jan 2024