David Germano's Location
Rochester, NY, US
David Germano's Work
- Managing Director @ Modern Wealth Management
- Certified Financial Planner™ @ Beltz Ianni & Associates
- Certified Financial Planner™ @ AXA US
David Germano's Education
- Ithaca College
Bachelor of Science (BS) (Finance)
1996 - 1999 - McQuaid Jesuit1991 - 1995
David Germano's Skills
- Accounting
- Financial Reporting
- Healthcare
- Leadership
- Research
- Certified Financial Planner
- Financial Planners
- Financial Planning
- Wealth Management
- Retirement
David Germano's Summary
David Germano, based in Rochester, NY, US, is currently a Managing Director at Modern Wealth Management, bringing 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 contributes valuable insights to the industry. David Germano has 3 emails and 1 mobile phone number on RocketReach.
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