Harley Monk, CFA

Harley Monk, CFA has four years of work experience. In 2021, they began working as the Chief Of Staff at Kinetic Brands. From 2019 to 2021, they worked as a Financial Advisor at Merrill Lynch Wealth Management, where they held the CFA and Chartered Financial Analyst trademarks. From 2016 to 2019, they worked as a Regional Retirement Consultant at OppenheimerFunds. From 2013 to 2016, they worked as a Qualified Retirement Plan Specialist and Account Executive at Ascensus.

Harley Monk, CFA, obtained a Bachelor's Degree from The College of New Jersey in 2013. In 2021, they earned the Chartered Financial Analyst certification from the CFA Institute. In 2020, they were awarded the Chartered Retirement Plans Specialist certification from the College For Financial Planning. In 2019, they received the Certified Plan Fiduciary Advisor certification from the NAPA National Association of Plan Advisors, as well as the Retirement Benefits Consultant and Personal Investment Advisor certifications from Merrill Lynch Internal. In 2016, they earned the Qualified 401(k) Administrator (QKA) certification from ASPPA.