Kevin Patrick Saia Email & Phone Number
President @ S2 Retirement Solutions LLC
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Kevin Patrick Saia Location
- New York, NY, US
Kevin Patrick Saia Work
- President @ (March 2008 - Present)
- Owner and Manager @ Morris County Global Professionals (January 2014 - Present)
- Senior Vice President - Investments @ Oppenheimer & Co. (December 1999 - February 2008)
- Associate Vice President - Investments @ (January 1996 - January 1999)
- Financial Advisor @ (January 1993 - January 1996)
- Analyst @ (December 1989 - December 1993)
- Analyst @ (January 1986 - January 1989)
Kevin Patrick Saia Education
- University of Maryland College Park
Bachelor of Science (Business and Finance)
1981-1985 - Fairleigh Dickinson University-Florham Campus
(Financial Planning and Services)
Kevin Patrick Saia Skills
- Investments
- Financial Services
- Wealth Management
- Retirement Planning
- 401(k) Retirement Savings Plans
- 529 Plans
- Life Insurance
- Asset Protection
- Fixed Annuities
- Microsoft Office
- Business Analysis
- Microsoft Word
- Finance
- 401k Retirement Savings Plans
- Alternative Investments
- Estate Planning
- Financial Advisory
- Leadership
- Series 63
- Financial Planners
- Financial Planning
- Wealth Management Services
- Portfolio Management
- 401k
- Asset Allocation
- Investment Advisory
- Strategic Planning
- Strategy
- Mutual Funds
- Asset Managment
- Equities
- Strategic Financial Planning
- Investment Strategies
- Customer Service
- Financial Analysis
- Wealth
- College Funding Strategies
- Private Equity
- Small Business
- Management
- Personal Finance
- ETFs
- Conservative Wealth Management
- Funding
- Retirement
- Fixed Income Portfolio Management
- Series 7
- Securities
- Hedge Funds
- Investment Management
- 401 Retirement Savings Plans
Kevin Patrick Saia Summary
- Kevin Patrick Saia, based in New York, NY, US, is currently a President at S2 Retirement Solutions LLC. Kevin Patrick Saia brings experience from previous roles at Morris County Global Professionals, Oppenheimer & Co., A.G. Edwards and Prudential Securities. Kevin Patrick Saia holds a 1981 - 1985 Bachelor of Science in Business and Finance @ University of Maryland College Park. With a robust skill set that includes Investments, Financial Services, Wealth Management, Retirement Planning, 401(k) Retirement Savings Plans and more. Kevin Patrick Saia has 2 emails and 3 mobile phone numbers on RocketReach.
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