Delta Financial Advisors, Inc.
Address: 10539 Metropolitan Ave, Kensington, MD 20895 Hours: Closed ⋅ Opens 9AM Mon SundayClosedMonday9AM–5PMTuesday9AM–5PMWednesday9AM–5PMThursday9AM–5PMFriday9AM–5PMSaturdayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (301) 962-0480: Place name: : : : Category: : : Website: Website: http://www.deltafinancialadvisorsinc.com/ Category: Investment service Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business? Questions & answers Ask a questionBe the first to ask a question
Delta Financial Advisors, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Delta Financial Advisors, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Delta Financial Advisors, Inc. Employees
Cugin Enterprises, LLC September 2003 - Present
Delta Financial Advisors, Inc. January 1996 - Present
Delta Financial Advisors, Inc. January 1996 - Present
Skills
Investments, Investment Advisory, Retirement Planning, Retirement, Series 7, Wealth Management, Financial Advisory, Investment Management, Portfolio Management, Investment Strategies, Strategic Planning, Financial Services, Estate Planning, Management, Mutual Funds, Leadership, Strategic Financial..., Securities, Asset Management, Fixed Annuities, Alternative Investments
Education
Montgomery College 1988 — 1990
Walter Johnson High School 1984 — 1988
McKinley Group May 2014 - Present
Scottrade September 2010 - May 2014
Wachovia Bank, N.A. 2005 - 2010
Delta Financial Advisors, Inc. 2003 - 2005
Charles Schwab 1999 - 2002
Charles Schwab 1998 - 1999
Charles Schwab 1997 - 1998
Charles Schwab 1993 - 1997
Skills
Instructional Design, Instructor-led Training, Coaching, Training, Employee Training, Management, Analysis, Sales, Business Development, Human Resources, Leadership, New Business Development, Interviews, E-Learning, Time Management, Selling, Needs Analysis
Education
University of Maryland Baltimore County 2011 — 2013
Master of Arts (M.A.), Instructional Systems Development, 4.0 GPA
University of Iowa - Henry B. Tippie College of Business 1987 — 1989
BBA, Finance
Delta Financial Advisors, Inc. July 2013 - Present
Maryland Capital Enterprises Inc. September 2012 - January 2013
Delta Financial Advisors, Inc. 2009 - 2012
Skills
Compliance, Portfolio Management, Financial Transactions, Social Media Marketing, Event Planning, Event Management, Financial Services, Microsoft Office, Microsoft Excel, Investments, Sales
Education
Salisbury University
Amazon January 2015 - Present
Zones, Inc. March 2014 - December 2014
Zones January 2013 - March 2014
AGT and CCEO Enterprises November 2011 - September 2012
Chase Bank and Chase Investment Services Corp. January 2010 - November 2011
Charles Schwab September 2008 - January 2010
Delta Financial Advisors, Inc. June 2006 - September 2008
City Of Hyattsville, Maryland 2006 - 2007
The Catholic University of America 2004 - June 2006
The Catholic University of America 2002 - 2004
Skills
Leadership, Strategy, Program Management, Management, Project Management, Training, Customer Service, Analysis, Marketing, Microsoft Office, Editing, Business Process..., Public Speaking, Strategic Planning, Writing, Press Releases, Marketing Strategy, Research, Digital Media, Content Management, Relationship Management
Education
The Catholic University of America 2004 — 2007
MA, Philosophy
Gonzaga University 1998 — 2002
BA, English
Delta Financial Advisors, Inc. July 2010 - Present
UBS Wealth Management October 2008 - June 2010
Ferris, Baker Watts, Inc. September 2006 - October 2008
1717 Capital Management Company September 2001 - September 2006
Skills
Investments, Portfolio Management, Risk Management, Financial Planning, Retirement Planning, Wealth Management, Insurance, Estate Planning, Inheritance Tax Planning, Charitable Giving, Strategic Financial..., Financial Risk, Finance
Education
Salisbury University - Perdue School of Business 1996 — 2000
BS, Business Management, Finance
Delta Financial Advisors, Inc. May 2015 - Present
Salisbury University August 2014 - Present
Saferide January 2014 - May 2015
Hunt Valley Catering June 2009 - May 2015
U.S. House of Representatives May 2014 - August 2014
Skills
Customer Service, Data Entry, Microsoft Word, Microsoft Excel, Access, PowerPoint, Online Data Entry, FileBound, IQ- Lockhead Martin..., Filing, Conflict Resolution, Photocopier, Customer Relations, Financial Services, Financial Analysis, Financial Planning, Financial Risk, Finance, Microsoft Office, Research, Marketing Strategy, Social Media, Event Planning, Public Speaking
Education
Salisbury University - Perdue School of Business 2012 — 2016
Bachelor's Degree, Finance and Marketing, 3.4/4.0 GPA
Hereford High School 2008 — 2012
Delta Financial Advisors inc November 1992 - Present
Delta Financial Advisors, Inc. November 1992 - Present
Beverly A. Fischetti CPA July 1985 - Present
Fischetti Tax Preparation January 1985 - Present
Beverly Fischetti, CPA 1980 - 2010
Department of Energy 1979 - 1982
Skills
Investment Management, Small Business..., Brokerage, Personal Financial..., Investment Advisory..., Tax Analysis, Tax Advisory, Inheritance Tax Planning, Estate Tax Planning, Personal Tax Planning, Business Tax Planning, Securities, Strategic Financial..., Finance, Portfolio Management, Retirement Planning, Financial Advisory, Accounting, Analysis, Financial Services
Education
American University 1975 — 1978
Masters, Accounting
American University 1972 — 1975
B.A., Accounting
Neff Rental May 2014 - Present
Delta Financial Advisors, Inc. June 2010 - July 2012
Education
Towson University 2012 — 2014
Business Administration with a Concentration in International Business, Senior
Universidad Veritas 2012 — 2012
International Business