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    Jerome Walker

    Downingtown, Pennsylvania

    Advisor Consultant

    Walker Advisory Partners

    Ask Me About

    Banking
    Budgetary Control
    Collaboration
    Continuous Quality Improvement
    Contract Negotiation
    Financial Analysis
    PE / Mutual Fund Reporting
    Relationship Development
    Team Building
    Treasury Management

    People I've Reported To

    People I've Worked With

    People Who've Reported to Me

    Where I've Worked
    W

    Dec 2017 – Present

    Advisor Consultant

    Walker Advisory Partners
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    T

    2001 – 2017

    Vice President / Manager Treasury Operations

    Tiedemann Trust Company
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    2000 – 2001

    Manager of Asset Management Trust Services

    Vanguard Group
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    1997 – 2000

    Supervisor of Investment Accounting

    SEI Investments
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    F

    1994 – 1997

    Mutual Fund Analyst

    Fund Plan Services
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    Where I've Studied

    2002

    Masters, Business Administration

    The University of Phoenix

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    1994

    Bachelors, Finance

    Temple University

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    Ask Me for a Referral

    Walker Advisory Partners

    In the Media

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