Susan McCormick Email & Phone Number
CEO and Founder, Wealth Management Advisor
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Susan McCormick Location
- Ithaca, NY, US
Susan McCormick Work
- CEO and Founder, Wealth Management Advisor @ Fingerlakes Wealth Management (April 2009 - Present)
- Assistant Vice President, Senior Financial Advisor @ (April 2006 - April 2009)
- Financial Advisor @ (August 1998 - April 2006)
Susan McCormick Education
- South Hagerstown High School
Susan McCormick Skills
- Business Strategy
- Microsoft Office
- Entrepreneurship
- Finance
- Customer Service
- Wealth Management
- Leadership
- Strategic Planning
- Marketing
- Business Development
- Mutual Funds
- High Net Worth Individuals
- Investment Strategies
Susan McCormick Summary
- Susan McCormick, based in Ithaca, NY, US, is currently a CEO and Founder, Wealth Management Advisor at Fingerlakes Wealth Management. Susan McCormick brings experience from previous roles at Merrill Lynch and Edward Jones. Susan McCormick holds a South Hagerstown High School. With a robust skill set that includes Business Strategy, Microsoft Office, Entrepreneurship, Finance, Customer Service and more. Susan McCormick has 1 emails and 1 mobile phone numbers on RocketReach.
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