Tricia Small Email & Phone Number

President and Partner @ Small World Wealth Management

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Tricia Small Location

New York, NY, US

Tricia Small Work

2025 - now President and Partner @ Small World Wealth Management
2021 - now President and COO @ Small World Wealth Management
1997 - now Consultant @ Self

2019 - 2021 Hero Club Member @ The Hero Club
2018 - 2021 Director of Client Relations and Marketing @ Small World Wealth Management at Northwestern Mutual
2014 - 2018 Executive Director @ Griffin Hospital
2012 - 2014 Executive Director, Foundation and Director of Marketing and Communications @ St. Luke's Cornwall Hospital
2009 - 2011 Associate Director @ Vassar Brothers Medical Center
2002 - 2009 Broker and Owner @ Tricia O'Malley Real Estate, Inc

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Tricia Small Education

Yale University
Advanced Certificate in Health Care Leadership
2017 - 2018
Marist University
MPA (Public Administration, Health Care Concentration)
2010 - 2013
Middlesex Polytechnic Institute
Certificate (Communications)
1990 - 1990

SUNY Brockport
B.S (Communications)
1986 - 1990
Burke Catholic
1981 - 1986

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Tricia Small Summary

Tricia Small, based in New York, NY, US, is currently a President and Partner at Small World Wealth Management. Tricia Small brings experience from previous roles at Small World Wealth Management, Self, The Hero Club and Small World Wealth Management at Northwestern Mutual. Tricia Small holds a 2017 - 2018 Advanced Certificate in Health Care Leadership @ Yale University. Tricia Small has 3 emails and 1 mobile phone numbers on RocketReach.

Tricia Small Emails

Found 3 emails

Tricia Small Phone Numbers

Found 1 phone numbers

+1 845-489-XXXX

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Others Named Tricia Small

Tricia Small

Paid Media Strategist at Ad Sky Agency

Dunedin, FL, US
3
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- rockpointsearch.com
- adskyagency.com
5+
- +1 240-601-XXXX
- +64 6 583 XXXX
- +1 850-663-XXXX
- +61 2 9252 XXXX
- +61 435 496XXXX
- +1 617-512-XXXX

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Top Small World Wealth Management Employees

Ronald Watkins

Chief Financial Officer at Small World Wealth Management

Lagrangeville, NY, US
1
- nm.com
5+
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- +1 845-489-XXXX
- +1 914-226-XXXX
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Kimberly Oros

Director of Retirement Plan Services at Small World Wealth Management

Grosse Pointe, MI, US
2
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- nm.com
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Joe Small

Wealth Management Advisor at Small World Wealth Management

Poughkeepsie, NY, US
1
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2
- +1 914-475-XXXX
- +1 845-224-XXXX
Matthew Fogg

Certified Financial Planner™ at Small World Wealth Management

Tampa, FL, US
1
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2
- +1 813-426-XXXX
- +1 317-512-XXXX
Kyle Brownell

Director of Business Development and Communications at Small World Wealth Management

Fort Myers, FL, US
1
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4
- +1 312-753-XXXX
- +1 401-447-XXXX
- +1 401-847-XXXX
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Connor Freeman

Trading Operations at Small World Wealth Management

New York, NY, US
1
- nm.com
Jack Waldron

Lead Advisor, Wealth Management at Small World Wealth Management

Cape Coral, FL, US
1
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5+
- +1 518-378-XXXX
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Patrick Kline

Relationship Manager at Small World Wealth Management

Denver, CO, US
2
- hotmail.com
- nm.com
Matthew Harper

Investment Operations Associate at Small World Wealth Management

New York, NY, US
1
- nm.com

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