Liam McCall Email
Client Service Specialist @ CFI Financial Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC
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Liam McCall Location
- Latrobe, PA, US
Liam McCall Work
- 2025 -now Client Service Specialist @
- 2025 -2025 Wealth Management Intern @
- 2024 -2025 Financial Planning Extern 2024 and 2025 @
- 2023 -2025 Brand Ambassador @
- 2024 -2024 Wealth Management Intern @
- 2022 -2024 House Crew Member @
- 2023 -2023 Marketing and Promotion Intern @
Liam McCall Education
- Saint Vincent College
Bachelor's degree (Dual Major in Marketing and Finance (CFP Track))
2022-2026 - University of Westminster
Study Abroad Student
2025-2025
Liam McCall Skills
- Microsoft Excel
- IBM SPSS
- Qualtrics
- Training
- English
- Corporate Events
- Social Media Marketing
- Marketing
- Analytical Skills
Liam McCall Summary
- Liam McCall, based in Latrobe, PA, US, is currently a Client Service Specialist at CFI Financial Advisors, A private wealth advisory practice of Ameriprise Financi. Liam McCall brings experience from previous roles at CFI Financial Advisors, A private wealth advisory practice of Ameriprise Financi, Amplified Planning, Rhoback and NewEdge Wealth. Liam McCall holds a 2022 - 2026 Bachelor's degree in Dual Major in Marketing and Finance (CFP Track) @ Saint Vincent College. With a robust skill set that includes Microsoft Excel, IBM SPSS, Qualtrics, Training, English and more. Liam McCall has 1 emails on RocketReach.
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