Christopher Sassone Email & Phone Number
Financial Advisor @ Davie Kaplan, CPA, P.C.
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Christopher Sassone Location
- Rochester, NY, US
Christopher Sassone Work
- Financial Advisor @ (June 2009 - Present)
- Private Wealth Manager @ Lincoln Finacial Advisors (June 2006 - June 2009)
- Financial Advisor @ Charles Schwab (January 2005 - January 2006)
- Network Engineer @ (January 1999 - January 2001)
Christopher Sassone Education
- State University of New York at Fredonia
Bachelor of Science (B.S.) (Business Administration and Management, General)
1995-1998
Christopher Sassone Skills
- Accounting
- Auditing
- Employee Benefits
- Estate Planning
- FINRA
- Finance
- Financial Advisory
- Financial Analysis
- Financial Planners
- Financial Reporting
- Income Tax
- Internal Controls
- Investments
- Retirement Planning
- Securities
- Strategic Financial Planning
- Tax
- Tax Preparation
- Wealth
- Wealth Management
Christopher Sassone Summary
- Christopher Sassone, based in Rochester, NY, US, is currently a Financial Advisor at Davie Kaplan, CPA, P.C.. Christopher Sassone brings experience from previous roles at Lincoln Finacial Advisors, Charles Schwab and TR Services. Christopher Sassone holds a 1995 - 1998 Bachelor of Science (B.S.) in Business Administration and Management, General @ State University of New York at Fredonia. With a robust skill set that includes Accounting, Auditing, Employee Benefits, Estate Planning, FINRA and more. Christopher Sassone has 4 emails and 2 mobile phone numbers on RocketReach.
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