Jim Burke Email & Phone Number
Sr. Vice President @ Sage Rutty & Co., Inc
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Jim Burke Location
- Rochester, NY, US
Jim Burke Work
- 1992 -now Sr. Vice President @
- now Audit Senior @
Jim Burke Education
- St. Bonaventure University
Bachelor's degree (Accounting)
1984-1988 - University of Pennsylvania - The Wharton School
Securities Industry Institute (Investments and Securities)
Jim Burke Skills
- Personal Financial Planning
- Wealth Management
- High Net Worth Individuals
- Life Insurance
- Estate Tax Planning
- Investment Management
- Cash Flow Management
- Personal Finance
- College Savings Plans
- Retirement Planning
- Investment Strategies
- Auditing
- Financial Reporting
- Team Building
Jim Burke Summary
- Jim Burke, based in Rochester, NY, US, is currently a Sr. Vice President at Sage Rutty & Co., Inc. Jim Burke brings experience from previous roles at Coopers & Lybrand. Jim Burke holds a 1984 - 1988 Bachelor's degree in Accounting @ St. Bonaventure University. With a robust skill set that includes Personal Financial Planning, Wealth Management, High Net Worth Individuals, Life Insurance, Estate Tax Planning and more. Jim Burke has 3 emails and 1 mobile phone numbers on RocketReach.
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