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Wesley's email & phone

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Vice President of Advisory Services at Choreo|Charlotte, North Carolina, United States

Position:

Vice President of Advisory Services at Choreo

Location:

Charlotte, North Carolina, United States

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Last updated: 2025-09-14
Updated: 2025-09-14
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Work Experience 26 years

Vice President of Advisory Services at Choreo

Sep 2024 - Current

Financial Planning Director at Morgan Stanley

Mar 2022 - Mar 2024

Senior Financial Advisor at Vanguard

Oct 2020 - Mar 2022

Senior Sales Consultant at Adhesion Wealth Advisor Solutions

Jun 2019 - Jun 2020

Vice President, Wealth Advisor at Capital Wealth Advisors

May 2016 - Dec 2018

Vice President, Financial Advisor at Wells Fargo

Oct 2010 - Apr 2016

Licensed Personal Banker at JPMorgan Chase & Co.

Apr 2009 - May 2010

Specialty Pharmaceutical Sales Representative at AstraZeneca

Jan 2000 - Jan 2007

Wesley started working in 2000, then the employee has changed 7 companies and 7 jobs. On average, Wesley works for one company for 2 years 9 months.

Education

Bachelor of Science - BS at Penn State University

Frequently Asked Questions

What is Wesley's minimum period of employment in the companies?

Wesley's minimum period of employment in various companies is 1 year.

What is Wesley's average duration of employment for different companies?

On average, Wesley works for one company for 2 years 11 months

What industries has Wesley worked in?

Wesley works in the Financial Services. Previously, Wesley worked in the Pharmaceuticals.

What positions has Wesley held before?

Previously, Wesley worked as a Financial Planning Director, and Senior Financial Advisor, and Senior Sales Consultant, and Vice President, Wealth Advisor, and Vice President, Financial Advisor.

How do I contact Wesley?

Wesley's phone number is +1-205-***-**02. Sign up to get contact details.

Who is the President/CEO/Director of the Choreo?

The President/CEO/Director of the Choreo is Hannah Kramper

Wesley Namesakes

Name
Company
Position
hims & hersW
Customer Experience Agent
Dell TechnologiesW
Software Sr. Principal Engineer

Other employees at Choreo

Name
Company
Position
ChoreoK
Associate, Wealth Management
ChoreoE
Manager, Total Rewards
ChoreoM
Director of Business Intelligence
ChoreoC
Senior Manager, Human Capital
ChoreoH
Director, Advisory Operations

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