Stephanie Singer

Stephanie Singer

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location of Stephanie SingerLancaster, Pennsylvania, United States

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  • Timeline

  • About me

    IRA Wealth Advisor & Supervisor at Fulton Private Bank

  • Education

    • Ohio Valley University

      2002 - 2006
      Elementary Education Elementary Education and Teaching

      Activities and Societies: Student National Education Association

  • Experience

    • Fulton Financial Advisors

      May 2008 - now

      Manage and open Fulton IRA accounts including review and process yearly IRS reporting requirements. Maintain IRA client accounts, IRS reporting $ RMD requirements Process Mutual Fund trades, dividends & fees Wrote and maintained department operating guides Assisted the Real Estate Manager in Secretarial duties Reconcile Trust Acct & Common Trust Fund Assets

      • IRA Wealth Advisor

        Jun 2022 - now
      • IRA Wealth Management Associate

        Jul 2019 - Jun 2022
      • Mutual Fund Support Specialist III

        Apr 2017 - Jul 2019
      • Process Improvement Specialist

        Aug 2014 - Mar 2017
      • Middle Office Disbursement Administrator

        May 2013 - Aug 2014
      • Balancing & Trust Fund Specialist

        May 2008 - May 2013
    • Fulton Private Bank

      Sept 2024 - now
      IRA Wealth Advisor & Supervisor
  • Licenses & Certifications

    • Certified IRA Services Professional (CISP)

      Ascensus
      Jun 2021
    • Certified Securities Operations Professional (CSOP)

      Cannon Financial Institute
      Jul 2017