Jack McCauley Email & Phone Number
Managing Director @ Silver Grove Financial Group
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Jack McCauley Location
- Buffalo, NY, US
Jack McCauley Work
- 2024 -now Managing Director @
- 2015 -now Wealth Manager @
- 2014 -2014 Director Consultant @
- 2012 -2014 Financial Advisor @
Jack McCauley Education
- State University of New York at Buffalo - School of Management
Bachelor of Business Administration and Finance (B.B.A.) (Finance and Financial Management Services)
2007-2012
Jack McCauley Skills
- Series 7
- Series 66
- Life, Accident & Health Insurance Certification
- Retirement Planning
- Asset Allocation
- Mutual Funds
- Investment Advisory
- Wealth Management
- Securities
- Retirement
- 401k
- Fixed Annuities
- Strategic Financial Planning
- Estate Planning
- Alternative Investments
- Financial Advisory
- Investments
- Portfolio Management
- Insurance
- Customer Service
- Wealth
- Finance
- Financial Services
- Small Business
- Risk Management
- Life Insurance
- Microsoft Office
- Public Speaking
- Financial Analysis
- Asset Management
- Disability Insurance
- IRAs
- Equities
- Investment Strategies
- Microsoft Excel
- Long-term Care
- Term Life Insurance
- Fixed Income
- Pensions
- Long Term Care Insurance
- Bonds
- Management
- ETFs
- Roth IRA
- PowerPoint
- Hold Series 7
- Life
- Long Term Care
- Strategic Financial
- See 30+see Less
- Accident and Health
- Accident and Health Insurance Certification
Jack McCauley Summary
- Jack McCauley, based in Buffalo, NY, US, is currently a Managing Director at Silver Grove Financial Group. Jack McCauley brings experience from previous roles at Silver Grove Financial Group, Inc., BNI® and AXA Advisors. Jack McCauley holds a 2007 - 2012 Bachelor of Business Administration and Finance (B.B.A.) in Finance and Financial Management Services @ State University of New York at Buffalo - School of Management. With a robust skill set that includes Series 7, Series 66, Life, Accident & Health Insurance Certification, Retirement Planning, Asset Allocation and more. Jack McCauley has 2 emails and 2 mobile phone numbers on RocketReach.
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