Fingerlakes Wealth Management
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
Fingerlakes Wealth Management List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Fingerlakes Wealth Management. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Fingerlakes Wealth Management Employees
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
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
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
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
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
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
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
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
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
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
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