Associate Wealth Management Advisor @ (October 2002 - August 2021)
Financial Representative @ (May 1998 - October 2002)
Jeremiah MacKey Education
The American College
(CLU, ChFC, CASL)
2005-2010
State University of New York at Plattsburgh
B.S. (Business)
1994-1998
Jeremiah MacKey Skills
Coaching
Life Insurance
Retirement Planning
Wealth Management
Financial Planning
Finance
Insurance
Employee Benefits
Strategic Planning
Retirement
Series 7
Customer Service
Strategic Financial Planning
Disability Insurance
Investments
Financial Analysis
Risk Management
Asset Allocation
Financial Advisory
Estate Planning
Mutual Funds
Securities
401k
IRAs
Jeremiah MacKey Summary
Jeremiah MacKey, based in Albany, NY, US, is currently a Private Wealth Advisor at The Atrium Financial Group. Jeremiah MacKey brings experience from previous roles at Northwestern Mutual and Thrivent Financial for Lutherans. Jeremiah MacKey holds a 2005 - 2010 The American College. With a robust skill set that includes Coaching, Life Insurance, Retirement Planning, Wealth Management, Financial Planning and more. Jeremiah MacKey has 3 emails and 1 mobile phone numbers on RocketReach.
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