Wealth Access
Walter Ackerman has a Bachelor of Science in Financial Counseling and Planning with a minor in Management from Purdue University. Walter has experience working in various roles such as Implementation Manager at Wealth Access, Inc., Client Service Associate at Capital Group, Associate Trainer at Panera Bread, Intern at Cetera Investment Services LLC, and Accounting Intern at Helmer Scientific. Walter has developed customer service skills, financial planning knowledge, and time management skills throughout their professional experiences.
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Wealth Access
Wealth Access is an innovative wealth management technology firm that provides reporting solutions for the high net worth advisor and investor community.