Greg Cantone Email & Phone Number
Managing Director of Retirement Solutions, Wealth Manager @ Citizens Private Wealth
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Greg Cantone Location
- New York, NY, US
Greg Cantone Work
- 2025 -now Managing Director of Retirement Solutions, Wealth Manager @
- 2024 -2026 Retirement Plan Advisor, Senior Vice President @
- 2023 -2024 Retirement Plan Advisor, Vice President @
- 2017 -2023 Retirement Plan Advisor, Vice President @
- 2011 -2017 Financial Advisor @
- 2007 -2011 Office Manager and Title Closer @ Putnam Title Agency Corporation
- 2011 -2011 Insurance Agent @
- 2009 -2010 Financial Planner @
Greg Cantone Education
- Adelphi University
(Business Management, Communications, Human Resources)
2007-2011 - Mahopac
High School Diploma
2004-2007
Greg Cantone Skills
- Retirement Planning
- Wealth Management
- Strategic Financial Planning
- Series 7
- Uniform Combined State Law
- Investments
- Financial Analysis
- Portfolio Management
- Finance
- Mutual Funds
- Insurance
- Asset Management
- Banking
- Financial Advisory
- Financial Services
- Public Speaking
- Financial Planning
Greg Cantone Summary
- Greg Cantone, based in New York, NY, US, is currently a Managing Director of Retirement Solutions, Wealth Manager at Citizens Private Wealth. Greg Cantone brings experience from previous roles at Flagstar Advisors, Signature Bank and Merrill Lynch. Greg Cantone holds a 2007 - 2011 Adelphi University. With a robust skill set that includes Retirement Planning, Wealth Management, Strategic Financial Planning, Series 7, Uniform Combined State Law and more. Greg Cantone has 2 emails and 1 mobile phone numbers on RocketReach.
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