John Monaco Email & Phone Number
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John Monaco Location
- Brewster, NY, US
John Monaco Work
- Wealth Management Advisor @ Avantax Financial Services LLC (January 2022 - Present)
- Wealth Management Advisor @ Avantax Financial Services LLC (January 2022 - December 2024)
- President @ John R Monaco CPA, PC (January 1991 - Present)
- Wealth Management Advisor @ 'HD Vest Investment ServicesSM' (January 2000 - December 2022)
- Auditor @ Bronx Pro Real Estat Mgt (January 1985 - January 2011)
John Monaco Education
- Niagara University
BA (Accounting)
1981-1985 - Mepham High School 1978-1981
John Monaco Skills
- Accounting
- Asset Management
- Business Planning
- Financial Management
- Financial Planning
- Financial Services
- Investments
- Portfolio Management
- Quickbooks
- Retirement
- Retirement Planning
- Risk Management
- Strategic Financial Planning
- Tax
- Tax Preparation
- Wealth
- Wealth Management
- Auditing
- Microsoft Office
- Strategic Financial
- Strategy
- Social Media
John Monaco Summary
- John Monaco, based in Brewster, NY, US, is currently a President at John R Monaco CPA, PC. John Monaco brings experience from previous roles at Avantax Financial Services LLC, 'HD Vest Investment ServicesSM' and Bronx Pro Real Estat Mgt. John Monaco holds a 1981 - 1985 BA in Accounting @ Niagara University. With a robust skill set that includes Accounting, Asset Management, Business Planning, Financial Management, Financial Planning and more. John Monaco has 1 emails and 2 mobile phone numbers on RocketReach.
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