Jaclyn Cornelius

Jaclyn Cornelius Work

Co-Founder, Chief Operating Officer, and Financial Advisor

@ KeyVantage Wealth Advisors

Financial Advisor

@ Valley National Financial Advisors

A

Financial Planner

@ Andesa Strategies, Inc.

Jaclyn Cornelius Education

2015 - 2016 Leadership Lehigh Valley
1997 - 1999 BS in Business Management & Organizational Behavior

New York University - Leonard N. Stern School of Business

Jaclyn Cornelius Skills

Retirement PlanningWealth ManagementSeries 7Strategic Financial PlanningMutual FundsRetirementAsset AllocationUniform Combined State LawEstate PlanningFixed AnnuitiesSeries 63Portfolio ManagementCertified Financial PlannerIRS Enrolled AgentFinancial ReportingSupply Chain ManagementPublic SpeakingCustomer ServiceFinancial AnalysisBudgets

Jaclyn Cornelius Contact Information

Work email●●●●●●●●@company.com

Personal email●●●●●●●●@gmail.com

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Jaclyn Cornelius currently works at KeyVantage Wealth Advisors as Jaclyn Cornelius - Co-Founder, Chief Operating Officer, and Financial Advisor at KeyVantage Wealth Advisors.

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