Wanda Ptak

Sr. Finanical Professional/independent Insurance Agent at WealthWave

Wanda Ptak is an accomplished finance professional with extensive experience in credit and collections management. Currently serving as Lead Analyst in Credit & Collections at WESCO Distribution since December 2019, Wanda also operates as a Senior Financial Professional and Independent Insurance Agent with WealthWave, focusing on financial literacy and providing clients with tailored insurance solutions. Previous roles include Accounts Receivable, Billing and Collections Manager at CORT and various contract positions where Wanda developed expertise in deduction resolution and accounts reconciliation. Management roles include overseeing teams at Stant USA Corporation, Totes Isotoner, and Reading Rock, where Wanda excelled in cash application and credit management across significant accounts receivable portfolios. Wanda holds an Associate degree in Accounting from Mount St. Joseph University, enhancing a robust career that demonstrates a commitment to financial strategy and client success.

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