William Rust Email & Phone Number
Lead Advisor @ Strategic Financial Services, Inc.
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William Rust Location
- Utica, NY, US
William Rust Work
- Lead Advisor @ (November 2017 - Present)
- Regional Sales Specialist, Intermediary @ (October 2013 - November 2017)
- Financial Advisor @ (June 2012 - October 2013)
- Sales Representative @ (September 2011 - April 2012)
William Rust Education
- Saint John Fisher College
Business Management ( Financial Planning Concentration)
2008-2012
William Rust Skills
- Finance
- Retirement Planning
- Sales
- Training
- Time Management
- Estate Planning
- Access
- Investments
- Fixed Annuities
- Financial Analysis
- Mutual Funds
- Series 7
- Microsoft Office
- Portfolio Management
- Microsoft Word
- Customer Service
- Strategy
- Microsoft Access
- Rust
- Financial Goals
William Rust Summary
- William Rust, based in Utica, NY, US, is currently a Lead Advisor at Strategic Financial Services, Inc.. William Rust brings experience from previous roles at Pioneer Investments, Edward Jones and Mutual of Omaha. William Rust holds a 2008 - 2012 Business Management in Financial Planning Concentration @ Saint John Fisher College. With a robust skill set that includes Finance, Retirement Planning, Sales, Training, Time Management and more. William Rust has 2 emails on RocketReach.
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Top Strategic Financial Services, Inc. Employees
Douglas Walters
Chief Investment Officer
Clinton, NY, US
Alan Leist
CEO
United States
Judith Sweet
President
Clinton, NY, US
Max Berkovich
Portfolio Manager
Utica, NY, US
David Lemire
Director of Research
New Hartford, NY, US
Laura Powers
Senior Advisor
Utica, NY, US
Robert Hanft
Senior Strategic Advisor
Cooperstown, NY, US
Greg Mattacola
Senior Financial Advisor and Partner
Rome, NY, US
Aaron Comeskey
Office Manager
Marcy, NY, US
Alexander Lipan
CEO
Jakarta, Indonesia
Kyle Dempster
Associate Financial Advisor
Herkimer, NY, US
Kasey Williams
Chief Operations and Compliance Officer
Utica, NY, US
Katy Heintz
Business Development Manager
Clinton, NY, US
Holly Cafalone
Operations Manager
New York, United States
Matthew Johnson
Investment Analyst
Syracuse, NY, US
Greg Tedone
Head of Retirement Plans, Partner and Senior Advisor
Rochester, NY, US
Alessandra Rose
Marketing Specialist
Clinton, NY, US
Benjamin Petell
Associate Financial Advisor
Utica, NY, US
Shannon Cool
Associate Advisor - Retirement Plans
Utica, NY, US
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