Randy Siller Email & Phone Number
Managing Partner @ Siller & Cohen Family Wealth Advisors
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Randy Siller Location
- New York, NY, US
Randy Siller Work
- 1988 -now Managing Partner @
- 1997 -2002 Senior Vice President @
- 1986 -1988 Regional Director of Tax and Financial Planning @ CIGNA Individual Financial Services ( merged into Lincoln Financial Advisors)
- 1982 -1986 Regional Associate International Tax Director @
- 1979 -1982 Senior Auditor @
Randy Siller Education
- Harvard University
(Leadership Program)
2000-2001 - Pace University
Masters (Taxation)
1982-1985 - University of Connecticut
Bachelor of Science (Accounting & Finance)
1975-1979 - Danbury High School 1971-1975
- University of Pennsylvania - The Wharton School (CA)
Randy Siller Skills
- CPA
- CRPC
- Portfolio Management
- Mutual Funds
- Certified Investment Management Analyst
- Finance
- Estate Planning
- High Net Worth Individuals
- Wealth
- Financial Planning
- Retirement Planning
- Wealth Management
- Retirement
- Insurance
- Small Business
- Tax
- Strategic Financial Planning
- Financial Planners
- Investment Advisory
- Financial Services
- Investments
- Risk Management
- Strategic Financial
- Strategic Planning
- Certified Investment
- Marketing
- Public Speaking
- Customer Service
- High Net Worth
- Project Management
- Microsoft Office
Randy Siller Summary
- Randy Siller, based in New York, NY, US, is currently a Managing Partner at Siller & Cohen Family Wealth Advisors. Randy Siller brings experience from previous roles at Lincoln Financial Advisors, CIGNA Individual Financial Services ( merged into Lincoln Financial Advisors), Touche Ross and PricewaterhouseCoopers. Randy Siller holds a 2000 - 2001 Harvard University. With a robust skill set that includes CPA, CRPC, Portfolio Management, Mutual Funds, Certified Investment Management Analyst and more. Randy Siller has 1 emails and 2 mobile phone numbers on RocketReach.
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