Strategic Financial Services

investstrategic.com
114 Business Park Drive
Utica, NY 13502
Phone: 315-724-1776
Fax: 315-735-7739
Google map location

Type:

Private

Employees:

50 - 99

Revenue:

5 - 10 Million

Industry:

Finance->Financial Services

SIC Code:

6211 - Security Brokers and Dealers
Click to Open Details Click to Close Details
Click to Open Details
Alan Leist Jr
Title: CEO
Executive HQ :315-724-1776 Export
Judith Sweet
Title: President
Executive HQ :315-724-1776 Export
Alan Leist
Title: Chief Investment Officer
Finance HQ :315-724-1776 Export
Douglas Walters
Title: Chief Investment Officer
Executive HQ :315-724-1776 Export
Kasey Williams
Title: Chief Compliance Officer
Executive HQ :315-724-1776 Export
Laura Powers
Title: Director - Retirement Plans
Executive HQ :315-724-1776 Export
David Lemire
Title: Managing Director
Executive HQ :315-724-1776 Export
Robert Hanft
Title: Managing Director
Executive HQ :315-724-1776 Export
Michael Leist
Title: Director of Marketing and The Client Experience
Executive HQ :315-724-1776 Export
Nancy Meininger
Title: Managing Director - Finance and Operations
Executive HQ :315-724-1776 Export
Michael Mcgraw
Title: Wealth Management Specialist
Executive HQ :315-724-1776 Export
Danielle Gibbs
Title: Operations Specialist
Executive HQ :315-724-1776 Export
Nasana Szeto
Title: Assistant Operations Manager
Operations HQ :315-724-1776 Export
Jeremy Stewart
Title: Managing Dir Information/Data Systems
Executive HQ :315-724-1776 Export
Melissa Fernalld
Title: Financial Planning Associate
Executive HQ :315-724-1776 Export
Kim White
Title: Retirement Plan Specialist
Other HQ :315-724-1776 Export
Clinton Kane
Title: Retirement Plan Specialist
Other HQ :315-724-1776 Export
Paula Rizzo
Title: Operations Specialist
Other HQ :315-724-1776 Export
Lori Curtin
Title: Executive Assistant
Other HQ :315-724-1776 Export
Traci Grogan
Title: Executive Assistant
Other HQ :315-724-1776 Export
Aaron Evans
Title: Analyst
Executive HQ :315-724-1776 Export
Max Berkovich
Title: Portfolio Manager
Executive HQ :315-724-1776 Export
Javed Narejo
Title: Equity Research Analyst
Executive HQ :315-724-1776 Export
Showing 1 to 23 of 33 entries

Click to Open Details Click to Close Details
Click to Close Details

Poll Question

Date Created

Current Result

Votes

Additional Info:

Strategic Financial Services, is in the Financial services industry. Their main office can be found in Utica, NY, and they can be contacted through Strategic Financial Services email using the domain @investstrategic.com format, some important contact information like linkedin data, phone numbers, contacts for cfos, etc of which can be found on their Lead411 profile. If you sign up for our free trial you will see our email@investstrategic.com addresses.

Company Background:

Full company description is available with the free trial.

Ceo Reference:

Alan Leist Jr
Alan Leist Jr's email address, phone numbers, linkedin account, wiki may be included in Strategic Financial Services's Lead411 profile and other Strategic Financial Services email addresses with the @investstrategic.com domain format. He is part of Strategic Financial Services where he serves as the CEO. Strategic Financial Services's main office is set in Utica, NY. You can check their contact information on Lead411 under the Financial services category. Some possible email formats for Alan Leist Jr are ALeist Jr@investstrategic.com, Alan.Leist Jr@investstrategic.com, Alan@investstrategic.com, and Alan_Leist Jr@investstrategic.com. If you sign up for our free trial you will see our email@investstrategic.com addresses.

Similar Companies:

Newtek Business Services, Inc
Lead411 offers quality contact information on a variety of companies including that of Newtek Business Services, Inc's CEO Barry Sloane. The company profile also contains facebook info, linkedin accounts, phone numbers, cfo contacts, and Newtek Business Services, Inc email addresses with the domain format of @thesba.com. Newtek Business Services, Inc, is in the Financial services field. If you sign up for our free trial you will see our email@thesba.com addresses.
Praxell, Inc
Lead411 offers quality contact information on a variety of companies including that of Praxell, Inc's CEO Moshe Golomb. The company profile also contains facebook info, linkedin accounts, phone numbers, cfo contacts, and Praxell, Inc email addresses with the domain format of @praxell.com. Praxell, Inc, is in the Financial services field. If you sign up for our free trial you will see our email@praxell.com addresses.
GMP Securities, LLC
Looking for company data regarding GMP Securities, LLC's CEO or CFO? GMP Securities, LLC is part of the Financial services field and are located in the area of New York, NY. Some of the helpful data that can be found on their Lead411 profile include GMP Securities, LLC email addresses marked by the domain format @gmpsecuritiesllc.com. Other contact information could contain cfo names, phone numbers, linkedin profiles, corporate contacts, and facebook profiles. If you sign up for our free trial you will see our email@gmpsecuritiesllc.com addresses.
© 2016 Lead411 Corporation. All Rights Reserved.
Have Us Contact You!
Yes, I'm interested in a live demo.