John Monaco Location
- Brewster, NY, US
John Monaco Work
- 2022 - now Wealth Management Advisor @ Avantax Financial Services LLC
- 2022 - 2024 Wealth Management Advisor @ Avantax Financial Services LLC
- 1991 - now President @ John R Monaco CPA, PC
- 2000 - 2022 Wealth Management Advisor @ 'HD Vest Investment ServicesSM'
- 1985 - 2011 Auditor @ Bronx Pro Real Estat Mgt
John Monaco Education
- Niagara University
BA (Accounting)
1981 - 1985 - Mepham High School 1978 - 1981
John Monaco Skills
- Asset Management
- Retirement Planning
- Risk Management
- Business Planning
- Financial Management
- Investments
- Financial Planning
- Tax
- Retirement
- Portfolio Management
- Accounting
- Wealth
- Wealth Management
- Tax Preparation
- Quickbooks
- Strategic Financial Planning
- Financial Services
- 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 Asset Management, Retirement Planning, Risk Management, Business Planning, Financial Management and more. John Monaco has 2 emails and 2 mobile phone numbers on RocketReach.
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