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
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