Fingerlakes Wealth Management

Description

Address: 450 N Aurora St, Ithaca, NY 14850 Hours: Closed ⋅ Opens 9AM Mon SaturdayClosedSundayClosedMonday9AM–5PMTuesday9AM–5PMWednesday9AM–5PMThursday9AM–5PMFriday9AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (607) 257-1008Website: : : : Place name: : : Category: : Website: http://www.fingerlakeswm.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Fingerlakes Wealth Management Posting publicly on the Web Write a review Reviews Be the first to review

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Fingerlakes Wealth Management Employees

Employee
Years
Job
Industry
Aaron Heltsley Aaron Heltsley Greater Chicago Area Details
Aaron Heltsley's Fingerlakes Wealth Management Experience November 2010 - May 2011
Job Research Analyst at Iron Financial
Industry Investment Management
Experience
IRON Financial LLC  June 2012 - Present
J.P. Morgan   June 2011 - August 2011
Fingerlakes Wealth Management   November 2010 - May 2011

Education
Ithaca College   2010 — 2012
Bachelor of Applied Science (BASc), Finance, Corporate Accounting, Economics

Tompkins Cortland Community College   2009 — 2010
Business Administration

Brennan McKenna Brennan McKenna Portland, Maine Details
Brennan McKenna's Fingerlakes Wealth Management Experience January 2012 - May 2012
Job Professional Development Program Associate at Unum
Industry Insurance
Experience
Unum  June 2012 - May 2015
Unum  January 2014 - December 2014
Unum  June 2012 - December 2013
Fingerlakes Wealth Management   January 2012 - May 2012
Ithaca College  February 2011 - May 2012
Ithaca College  August 2010 - May 2012
Judicial Affairs Office at Ithaca College   September 2009 - May 2012
Warner Farm   June 2003 - August 2011

Skills
Analysis, Community Outreach, Research, PowerPoint, Teaching, Sales, Microsoft Office

Education
Ithaca College   2008 — 2012
B.S., Business Administration: Finance

Christina Golding Christina Golding Greater New York City Area Details
Christina Golding's Fingerlakes Wealth Management Experience January 2014 - May 2014
Job Alert Analyst at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co.   August 2015 - Present
Ithaca College English & Politics Department   September 2012 - May 2015
Fingerlakes Wealth Management   January 2014 - May 2014
Building Young Minds, Inc.   May 2013 - August 2013

Skills
Research, Budgets, Public Speaking, Higher Education, Human Resources, Community Outreach, Event Management, Event Planning, Teamwork, Customer Service, English, Social Media, PowerPoint, Microsoft Office

Education
Ithaca College   2011 — 2015
Bachelor's Degree, Economics, Senior

Frederick Douglass Academy VII   2007 — 2011

Troy Moody Troy Moody New York, New York Details
Troy Moody's Fingerlakes Wealth Management Experience September 2013 - December 2013
Job Analyst: Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs  July 2015 - Present
Core Trading Consultants at Ithaca College   August 2012 - May 2015
Goldman Sachs  May 2014 - August 2014
Fingerlakes Wealth Management   September 2013 - December 2013
Reynolds Drapery Service Inc.   June 2009 - August 2013

Skills
Economics, Equity Research, Bloomberg Terminal, Monetary Policy, Finance, Financial Accounting, Equities, Financial Modeling, Valuation, Mutual Funds, Hedge Funds, Fixed Income, Financial Analysis, Bloomberg

Education
Ithaca College   2011 — 2015
Applied Economics

West Canada Valley Central School   1999 — 2011

Sean Evans Sean Evans San Francisco, California Details
Sean Evans's Fingerlakes Wealth Management Experience January 2010 - February 2011
Job Assistant Director Product Management at Moody's Analytics
Industry Banking
Experience
Moody's Analytics  October 2014 - Present
Moody's Analytics  April 2014 - October 2014
Santander Bank  September 2011 - April 2014
Fingerlakes Wealth Management   January 2010 - February 2011
Merrill Lynch  January 2009 - May 2009

Skills
Credit Risk, Valuation, Financial Modeling, Financial Analysis, Bloomberg, Finance, Analysis, Management, Loans, Microsoft Office, Social Media, Portfolio Management

Education
Ithaca College
Business Administration, Finance & Economics

Griffith University
International Economics Brisbaine, Australia

Sean Iddings Sean Iddings Ithaca, New York Details
Sean Iddings's Fingerlakes Wealth Management Experience July 2012 - December 2013
Job Managing Member at Unconventional Capital Wisdom, LLC
Industry Investment Management
Experience
Unconventional Capital Wisdom, LLC   December 2013 - Present
Fingerlakes Wealth Management   July 2012 - December 2013
HSA Corp.   January 2011 - April 2012
Korean Government   August 2010 - January 2011
Advocate Wealth Management   January 2010 - June 2010
Boston Sports Club  January 2007 - August 2008

Skills
Research, Strategic Financial..., Retirement Planning, Teaching, Public Speaking, Microsoft Office, PowerPoint, Editing, Microsoft Excel, Customer Service, Investments, Estate Planning, Higher Education, Management

Education
Texas A&M University-Commerce   2010 — 2013
Certificate, (CFP) Financial Planner, 3.5

Berklee College of Music   2006 — 2010
Bachelors, Music Therapy, 3.7

Justin Rivera Justin Rivera Tarrytown, New York Details
Justin Rivera's Fingerlakes Wealth Management Experience March 2014 - May 2014
Job Wealth Investment Management Controller at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  October 2014 - Present
Fingerlakes Wealth Management   March 2014 - May 2014
Ithaca College  August 2013 - May 2014
Mu Alpha Chapter of Beta Alpha Psi   January 2013 - May 2014
Ithaca College  October 2013 - March 2014
Finish Line Co   July 2009 - May 2013

Skills
Microsoft Excel, Direct Sales, Microsoft Office, Spanish-English, Team Leadership, Selling, Analysis, Finance, Sales, Microsoft Word, PowerPoint, Teamwork, Investments

Education
Ithaca College   2010 — 2014
Bachelor's Degree, Business Administration

Tedi Kapedani Tedi Kapedani Ithaca, New York Area Details
Tedi Kapedani's Fingerlakes Wealth Management Experience January 2011 - Present
Job Recent Graduate
Industry Financial Services
Experience
Fingerlakes Wealth Management   January 2011 - Present
ITS Ithaca College   August 2008 - Present
Core Trading Consultants  January 2008 - December 2010
Mazda Motors   May 2008 - August 2008

Education
Ithaca College   2007 — 2011
Bachelor of Science, Business Administration; Finance, Economics

Milica Radoja Milica Radoja Washington D.C. Metro Area Details
Milica Radoja's Fingerlakes Wealth Management Experience 2009 - 2010
Job V&A Research Analyst at Cushman & Wakefield
Industry Market Research
Experience
Cushman & Wakefield  2014 - Present
Brand Networks  2013 - 2013
Conifer Realty, LLC  2013 - 2013
Superior Plus Energy Services  2011 - 2012
Manning & Napier Advisors  2010 - 2011
Fingerlakes Wealth Management   2009 - 2010
Ithaca College  2007 - 2008

Skills
PowerPoint, Sales, Microsoft Office, Microsoft Excel, Social Media, Account Management, Budgets, Editing, Facebook, Marketing Strategy, Marketing, Photoshop, Blogging, Time Management, Marketing Communications, Social Networking, Advertising, Market Research, Social Media Marketing, Data Analysis, Data Mining

Education
The George Washington University   2015 — 2018
Master of Arts (M.A.), Economics

Ithaca College   2006 — 2009
Bachelor of Science (B.Sc.), Business Administration, Finance and Corporate Accounting Concentrations, 3.88/4.00

Christopher Shearin Christopher Shearin Greater New York City Area Details
Christopher Shearin's Fingerlakes Wealth Management Experience September 2012 - December 2012
Job Associate Community Manager at WeWork
Industry Financial Services
Experience
WeWork  October 2014 - Present
Montclair Tutoring   August 2013 - September 2014
Prudential Financial  February 2014 - July 2014
Fellsbrook Club   June 2007 - August 2013
Fingerlakes Wealth Management   September 2012 - December 2012
Universal North America  May 2012 - August 2012

Skills
Problem Solving, Microsoft Excel, Strategic Planning, Puzzles, Social Media, Mathematics, Public Speaking, Mentoring, Corporate Etiquette, Culinary Skills, Team Leadership, Swimming, Project Management, Sports, Committed to..., Coaching, Common Sense, Social Skills, Goal Orientation, Commitment to Quality, Learning Quickly, High Energy Level

Education
Ithaca College   2009 — 2013
Bachelor of Science (BS), Finance

West Essex Regional High School   2005 — 2009
High School Diploma

Brooke Rollero Brooke Rollero Riverhead, New York Details
Brooke Rollero's Fingerlakes Wealth Management Experience September 2013 - December 2013
Job Office Manager at Giorgio's Premier Caterers
Industry
Experience
Giorgio's Premier Caterers   June 2014 - Present
Simon's Beach Bakery   September 2006 - June 2014
Fingerlakes Wealth Management   September 2013 - December 2013
Ameriprise Financial Services, Inc.   January 2013 - May 2013

Skills
Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Event Planning, Social Media, Public Speaking, Horse Training

Education
State University of New York College at Cortland   2010 — 2014
Bachelor of Science (BS), Business Economics