Associate Planner at Ciccarelli Advisory Services, Inc. (Self-employed)
Location:
Rochester, New York
Industry:
Financial Services
Work:
Ciccarelli Advisory Services, Inc. since May 2012
Associate Planner
APFS Wealth Management - Rochester, New York Area Dec 2010 - Apr 2012
Associate Wealth Advisor
UBS Feb 2009 - Jul 2010
Account Vice President - Financial Advisor
Smith Barney Sep 2000 - Feb 2009
Second Vice President - Wealth Management
Education:
Rochester Institute of Technology 1998 - 2000
Nazareth College of Rochester 1995 - 1998
Certifications:
Series 7, 63, 65, 31 Life, Accident, & Health Insurance, New York State Insurance Department
Jul 2012 to 2000 CODING/COMPLIANCE ANALYSTFastMed Urgent Care (formerly Urgent Care Express) Gilbert, AZ Jun 2011 to Jul 2012 CODING/BILLING SPECIALISTURGENT CARE EXPRESS dba Tricity Express Care, LLC Gilbert, AZ Dec 2010 to Jun 2011 A/R SPECIALIST
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Employee Spotlight: Samantha Webster
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Governor Newsom Signs Paid Sick Leave Extension, Expanded Relief for Small Businesses, and Historic Package to Promote Innovation and Entrepreneurship in California | California Governor
Paid sick leave is a life or death issue for grocery workers like me and the customers in our stores, said Samantha Webster, a grocery store worker at Safeway in Hercules and a member of the United Food and Commercial Workers Local 5. Im proud of the way grocery workers came together to demand t