Alan Leist's Location
United States
Alan Leist's Work
- CEO @ Strategic Financial Services, Inc.
- Principal and Senior Advisor @ Strategic Financial Services, Inc.
- Board of Directors @ AAA Northeast
- Senior Managing Director @ Fulcrum Global Partners
- Director @ Merrill Lynch
Alan Leist's Education
- Cornell University
MBA
2009 - 2010 - CFA Institute
CFA
2006 - 2008 - Colgate University
BA
1991 - 1995
Alan Leist's Skills
- Notes
- Usbs
- Dai
- Uabs
- Pen Lab Wits
- Sci
- Ubs21
- Logdraw
- Services
- Devia
Alan Leist's Summary
Alan Leist, based in United States, is currently a CEO at Strategic Financial Services, Inc., bringing experience from previous roles at Strategic Financial Services, AAA Northeast, Fulcrum Global Partners and Merrill Lynch. Alan Leist holds a 2009 - 2010 MBA @ Cornell University. With a robust skill set that includes Notes, Usbs, Dai, Uabs, Pen Lab Wits and more, Alan Leist contributes valuable insights to the industry. Alan Leist has 1 email on RocketReach.
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Others Named Alan Leist
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David Middleton
Investment Advisor and Financial Planner at Middleton Advisory
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Top Strategic Financial Services, Inc. Employees
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ViewGreg Mattacola
Financial Advisor at Strategic Financial Services, Inc.
Rome, New York, United States44 -
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Mike Durand
Lead Advisor -Institutions at Strategic Financial Services, Inc.
New York, United States21 -
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Benjamin Saltzman
Financial Planning Specialist at Strategic Financial Services, Inc.
Utica, New York, United States23 -
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ViewJoseph Gebreyesus
Principal Manager and Owner at Strategic Financial Services, Inc.
San Francisco, California, United States31 -
ViewBradford Kerr
Associate Financial Advisor at Strategic Financial Services, Inc.
Boca Raton, Florida, United States22
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