Resumes
Resumes

Financial Consultant
View pageLocation:
325 Essjay Rd, Williamsville, NY 14221
Industry:
Financial Services
Work:
AXA Advisors since 2001
FINANCIAL CONSULTANT
The C.I.D. Group, Inc. 1992 - 1999
Vice President of Finance/EVP
Semanchin, Wetter & Schieb, CPA - Williamsville, NY 1988 - 1992
Partner
FINANCIAL CONSULTANT
The C.I.D. Group, Inc. 1992 - 1999
Vice President of Finance/EVP
Semanchin, Wetter & Schieb, CPA - Williamsville, NY 1988 - 1992
Partner
Education:
SUNY at Buffalo 1973 - 1977
Bachelor of Science (B.S.), Accounting St joesph collegiate institute
Bachelor of Science (B.S.), Accounting St joesph collegiate institute
Skills:
Retirement Planning
Wealth Management
Ira Distribution Planning
Ira Rollover Strategies
401K Distribution Planning
401 K Rollover Strategies
Investment Advisory Services
Wealth Management
Ira Distribution Planning
Ira Rollover Strategies
401K Distribution Planning
401 K Rollover Strategies
Investment Advisory Services
Interests:
Social Services
Children
Education
Children
Education