Strategic Financial Services

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

Type:

Private

Employees:

20 - 49

Revenue:

5 - 10 Million

Industry:

Finance->Financial Services

SIC Code:

6211 - Security Brokers and Dealers
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Alan Leist Jr
Title: CEO
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Judith Sweet
Title: President
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Alan Leist, Iii
Title: Chief Investment Officer
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Kasey Williams
Title: Chief Compliance Officer
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Nancy Meininger
Title: Managing Dir Finance/Operations
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Javed Narejo
Title: Equity Research Analyst
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Laura Powers
Title: Dir Retirement Plan Services
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Melissa Fernalld
Title: Wealth Management Specialist
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Michael Mcgraw
Title: Wealth Management Specialist
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Kim White
Title: Retirement Plan Specialist
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Clinton Kane
Title: Retirement Plan Specialist
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Aaron Evans
Title: Wealth Management Specialist
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David Lemire
Title: Retirement Plan Services
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Michael Leist
Title: Marketing/Client Relations
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Danielle Gibbs
Title: Operations Specialist
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Lori Curtin
Title: Executive Assistant
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Traci Grogan
Title: Executive Assistant
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Paula Rizzo
Title: Operations Specialist
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Nasana Szeto
Title: Assistant Operations Manager
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Jeremy Stewart
Title: Managing Dir Information/Data Systems
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Robert Hanft
Title: Equity Research Advisor
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Max Berkovich
Title: Portfolio Manager
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Douglas Walters
Title: Portfolio Manager
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Bradley Kowalczyk
Title: President
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Iris Buczkowski
Title: Managing Dir Wealth Management
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Additional Info:

If you don't want to waste too much time looking for company information regarding Strategic Financial Services, a Financial services company, check out their Lead411 profile. Our profiles have linkedin data, phone numbers, cfo contacts, and more. It contains helpful contact information regarding top company officials, including that of Strategic Financial Services's CEO Alan Leistjr, and other Strategic Financial Services email format addresses within the @investstrategic.com domain. Strategic Financial Services is based in Utica, NY. 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 is the current CEO. You can find Alan Leist Jr's linkedin profile, phone numbers, wiki, twitter, and biography on Strategic Financial Services's Lead411 profile, as well as Strategic Financial Services email addresses with the @investstrategic.com domain format. Alan Leist Jr's email may or may not be inside the profile. Strategic Financial Services is situated in Utica, NY. You can find their contact information on Lead411 categorized under Financial services. 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.

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