James Verdi Email & Phone Number
President @ Synergy Wealth Strategies
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James Verdi Location
- Smithtown, NY, US
James Verdi Work
- President @ (October 2008 - Present)
- Board Member @ Ace Family Foundation (January 2019 - Present)
- Board Member @ (September 2011 - August 2018)
- Board Member @ Middle Country Chamber of Commerce (June 2000 - December 2015)
- Candidate for 2014 Man of the Year @ (March 2014 - December 2014)
- Board Member @ Visiting Nurse Association of Long Island (January 2003 - December 2010)
- Vice President - Investments @ (August 2005 - October 2008)
- Financial Advisor @ (February 2000 - August 2005)
- Board Member @ Middle Country Library Foundation (January 2005 - Present)
James Verdi Education
- Stony Brook University 2008-2011
- Adelphi University
Bachelor of Arts (Economics)
1994-1998 - Centereach High School 1990-1994
James Verdi Skills
- Wealth Management
- Investment Strategies
- Mutual Funds
- Series 63
- Series 7
James Verdi Summary
- James Verdi, based in Smithtown, NY, US, is currently a President at Synergy Wealth Strategies. James Verdi brings experience from previous roles at Ace Family Foundation, Harbor Country Day School, Middle Country Chamber of Commerce and The Leukemia & Lymphoma Society. James Verdi holds a 2008 - 2011 Stony Brook University. With a robust skill set that includes Wealth Management, Investment Strategies, Mutual Funds, Series 63, Series 7 and more. James Verdi has 1 emails and 1 mobile phone numbers on RocketReach.
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Top Synergy Wealth Strategies Employees
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