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:

Strategic Financial Services, a business led by CEO Alan Leistjr, is part of the Financial services industry. Strategic Financial Services email with the @investstrategic.com format, you can check their Lead411 profile. They hold their main office in Utica, NY and more data like cfo contacts and linkedin data can be found within our profiles. 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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