Position:
Investment Assistant at Citizens Wealth Management
Location:
Rochester, New York, United States
Found email addresses for Timothy:
Found phones for Timothy:
Feb 2025 - Current
Oct 2024 - Jan 2025
Jun 2022 - Oct 2024
Their professional focus is Communication, Consultative Selling, and Customer Engagement across 3 core areas.
Timothy holds Series 66, Series 7, and Securities Industry Essentials (SIE) certifications.
St. John Fisher University
Associate of Science - AS at Monroe Community College
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