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
Executive HQ :315-724-1776 Export
Judith Sweet
Title: President
Executive HQ :315-724-1776 Export
Alan Leist, Iii
Title: Chief Investment Officer
Finance HQ :315-724-1776 Export
Kasey Williams
Title: Chief Compliance Officer
Finance HQ :315-724-1776 Export
Nancy Meininger
Title: Managing Director - Finance and Operations
Finance HQ :315-724-1776 Export
Javed Narejo
Title: Equity Research Analyst
Research & Development HQ :315-724-1776 Export
Laura Powers
Title: Director - Retirement Plans
Executive HQ :315-724-1776 Export
Melissa Fernalld
Title: Financial Planning Associate
Executive HQ :315-724-1776 Export
Michael Mcgraw
Title: Wealth Management Specialist
Executive HQ :315-724-1776 Export
Kim White
Title: Retirement Plan Specialist
Executive HQ :315-724-1776 Export
Clinton Kane
Title: Retirement Plan Specialist
Executive HQ :315-724-1776 Export
Aaron Evans
Title: Analyst
Executive HQ :315-724-1776 Export
David Lemire
Title: Managing Director
Executive HQ :315-724-1776 Export
Michael Leist
Title: Marketing & Client Relations
Executive HQ :315-724-1776 Export
Danielle Gibbs
Title: Operations Specialist
Executive HQ :315-724-1776 Export
Lori Curtin
Title: Executive Assistant
Executive HQ :315-724-1776 Export
Traci Grogan
Title: Executive Assistant to the President and Chief Investment Officer
Executive HQ :315-724-1776 Export
Paula Rizzo
Title: Operations Specialist
Operations 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
Robert Hanft
Title: Managing Director
Executive HQ :315-724-1776 Export
Max Berkovich
Title: Portfolio Manager
Executive HQ :315-724-1776 Export
Douglas Walters
Title: Portfolio Manager
Executive HQ :315-724-1776 Export
Bradley Kowalczyk
Title: President
Executive HQ :315-724-1776 Export
Showing 1 to 24 of 28 entries

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Additional Info:

Strategic Financial Services is a Utica, NY-based company working within the Financial services industry. You can find Strategic Financial Services email format addresses here with the domain @investstrategic.com. 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
A CEO at Strategic Financial Services based in Utica, NY, Alan Leist Jr has a comprehensive profile on Lead411. You can find the entry on Strategic Financial Services in our Financial services category. The company CEO is Alan Leistjr. There are email addresses on their profile and may include Alan Leist Jr' email format too. You can also find other contact information like facebook, phone numbers, biography, wiki, and linkedin for Alan Leist Jr. 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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