David Germano Email & Phone Number
Managing Director @ Modern Wealth Management
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David Germano Location
- Rochester, NY, US
David Germano Work
- Managing Director @ (March 2024 - Present)
- Certified Financial Planner™ @ Beltz Ianni & Associates (March 2011 - February 2024)
- Certified Financial Planner™ @ (March 2008 - February 2011)
- Financial Consultant @ (January 2005 - February 2008)
- Financial Consultant @ The MONY Group (October 1999 - December 2004)
David Germano Education
- Ithaca College
Bachelor of Science (BS) (Finance)
1996-1999 - McQuaid Jesuit 1991-1995
David Germano Skills
- Accounting
- Financial Reporting
- Healthcare
- Leadership
- Research
- Certified Financial Planner
- Financial Planners
- Financial Planning
- Wealth Management
- Retirement
- Mutual Funds
- Portfolio Management
- Segregated Funds
David Germano Summary
- David Germano, based in Rochester, NY, US, is currently a Managing Director at Modern Wealth Management. David Germano brings experience from previous roles at Beltz Ianni & Associates, AXA Equitable and The MONY Group. David Germano holds a 1996 - 1999 Bachelor of Science (BS) in Finance @ Ithaca College. With a robust skill set that includes Accounting, Financial Reporting, Healthcare, Leadership, Research and more. David Germano has 2 emails and 1 mobile phone numbers on RocketReach.
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