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, a company that works within the Financial services industry. Their profile on Lead411 presents significant contact information such as cfo contacts, phone numbers, linkedin data, and Strategic Financial Services email addresses with the @investstrategic.comdomain format. They have their head office 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
Strategic Financial Services's CEO is where Alan Leist Jr is employed. On the other hand, the organization's CEO is Alan Leistjr. They are based in Utica, NY, and you can find their Lead411 profile filed under the Financial services industry. Alan Leist Jr's profile contains twitter, phone numbers, linkedin, wiki, and contact information, and you can also find other Strategic Financial Services email addresses on Lead411 with the @investstrategic.com domain. 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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