Alan Leist Email & Phone Number

CEO @ Strategic Financial Services, Inc.

5 free lookup(s).
No credit card required.

Alan Leist Location

United States

Alan Leist Work

2019 - now CEO @ Strategic Financial Services, Inc.
2020 - now Board of Directors @ AAA Northeast
2005 - 2019 Principal and Senior Advisor @ Strategic Financial Services, Inc.

2004 - 2005 Senior Managing Director @ Fulcrum Global Partners
1995 - 2004 Director @ Merrill Lynch

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Alan Leist Education

Cornell University
MBA
2009 - 2010
CFA Institute
CFA
2006 - 2008
Colgate University
BA
1991 - 1995

Alan Leist Skills

Notes
Usbs
Dai

Uabs
Pen Lab Wits
Sci
Ubs21
Logdraw
Services
Devia

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Alan Leist Summary

Alan Leist, based in United States, is currently a CEO at Strategic Financial Services, Inc.. Alan Leist brings experience from previous roles at AAA Northeast, Strategic Financial Services, 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 has 1 emails and 1 mobile phone numbers on RocketReach.

Alan Leist Emails

Found 1 emails

@investstrategic.com

Alan Leist Phone Numbers

Found 3 phone numbers

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Top Strategic Financial Services, Inc. Employees

Katy Heintz

Business Development Manager at Strategic Financial Services, Inc.

Clinton, NY, US
2
- investstrategic.com
- yahoo.com
3
- +1 315-525-XXXX
- +1 315-725-XXXX
- +1 315-853-XXXX
Kasey Williams

Chief Operations and Compliance Officer at Strategic Financial Services, Inc.

Utica, NY, US
2
- gmail.com
- investstrategic.com
5+
- +1 270-277-XXXX
- +1 270-293-XXXX
- +1 502-222-XXXX
- +1 502-939-XXXX
- +1 315-717-XXXX
- +1 910-525-XXXX
David Lemire

Director of Research at Strategic Financial Services, Inc.

New Hartford, NY, US
2
- investstrategic.com
- gmail.com
5
- +1 315-724-XXXX
- +1 315-798-XXXX
- +1 315-749-XXXX
- +1 315-527-XXXX
- +1 315-798-XXXX
Kyle Dempster

Associate Financial Advisor at Strategic Financial Services, Inc.

Herkimer, NY, US
1
- investstrategic.com
2
- +1 314-568-XXXX
- +1 315-717-XXXX
Shannon Cool

Associate Advisor - Retirement Plans at Strategic Financial Services, Inc.

Utica, NY, US
1
- investstrategic.com
1
- +1 315-360-XXXX
Robert Hanft

Senior Strategic Advisor at Strategic Financial Services, Inc.

Cooperstown, NY, US
2
- gmail.com
- investstrategic.com
5+
- +1 315-724-XXXX
- +1 917-209-XXXX
- +1 212-243-XXXX
- +1 718-424-XXXX
- +1 917-969-XXXX
- +1 201-410-XXXX
Jake Storsberg

Associate Advisor - Retirement Plans at Strategic Financial Services, Inc.

None
1
- investstrategic.com
5
- +1 615-545-XXXX
- +1 559-584-XXXX
- +1 559-804-XXXX
- +1 970-330-XXXX
- +1 970-396-XXXX
Aditi Rode

Partner at Strategic Financial Services, Inc.

Pune, MH, IN
2
- gmail.com
- investstrategic.com
1
- +91 93733 3XXXX
Laura Powers

Senior Advisor at Strategic Financial Services, Inc.

Utica, NY, US
2
- investstrategic.com
- gmail.com
4
- +1 315-244-XXXX
- +1 315-724-XXXX
- +1 661-330-XXXX
- +1 315-868-XXXX
William Rust

Lead Advisor at Strategic Financial Services, Inc.

Utica, NY, US
1
- investstrategic.com
1
- +1 315-734-XXXX

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