Cliff Straub Email & Phone Number
President and Principal Advisor
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Cliff Straub Location
- Middletown, CT, US
Cliff Straub Work
- 2006 -now President and Principal Advisor @ Lifestyle Financial Strategies, LLC
- 2002 -2005 Middle Connecticut Region Manager - Vice President @ CITIZENS BANK OF CONNECTICUT
- 2000 -2001 Relationship Manager @ PROGRESSIVE FINANCIAL STRATEGIES
- 1998 -2000 CFP Candidate @
- 1995 -1998 Community Banking Division Manager and Marketing Director - Senior Vice President @ FIRST HUDSON VALLEY NATIONAL BANK
- 1992 -1994 Suburban Hartford Area Manager - Vice President @ SHAWMUT NATIONAL BANK
- 1986 -1992 Suburban New Haven Area Manager - Vice President @ SHAWMUT NATIONAL BANK
- 1983 -1986 Senior Financial Officer - Vice President @ CONNECTICUT NATIONAL BANK
- 1980 -1983 Financial Officer - Assistant Vice President @ HARTFORD NATIONAL BANK
- 1978 -1980 Financial Officer @ HARTFORD NATIONAL BANK
- 1976 -1978 Senior Financial Analyst @ HARTFORD NATIONAL BANK
- 1973 -1976 Management Accountant @ CONNECTICUT SAVINGS BANK
Cliff Straub Education
- Marist University
Certificate - Personal Financial Planning (Personal Financial Planning)
1998-2000 - Quinnipiac University
B.S (Economics)
- University of New Haven
M.B.A (Finance)
Cliff Straub Summary
- Cliff Straub, based in Middletown, CT, US, is currently a President and Principal Advisor at Lifestyle Financial Strategies, LLC. Cliff Straub brings experience from previous roles at CITIZENS BANK OF CONNECTICUT, PROGRESSIVE FINANCIAL STRATEGIES, Marist College and FIRST HUDSON VALLEY NATIONAL BANK. Cliff Straub holds a 1998 - 2000 Certificate - Personal Financial Planning in Personal Financial Planning @ Marist University.
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