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
Mar 2003 to 2000 Healthcare Specialist/Combat Medic/Medical NCOUS Army Escondido, CA Jul 2010 to Mar 2011 Administrative AssistantUS Army Wright City, MO May 2007 to Dec 2008 Executive Administrative AssistantUS Army Saint Peters, MO Jul 2008 to Nov 2008 Receptionist/Assistant
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Youtube
Employee Spotlight: Samantha Webster
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3m 42s
Samantha Webster: RCVS Council 2022 election ...
Samantha Webster, RCVS Council 2022 election candidate, answering ques...
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Samantha Webster unpacking the ThinkTank | BB...
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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