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Stephanie Singer

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Lancaster, 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

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