Connor Curtis
Independent Financial Consultant at Wise Financial LLC
- Role
- Financial Representative at Wise Financial Llc
- Location
- Amsterdam, NY, US
- LinkedIn followers
- 500 followers
About Connor Curtis
I am an Independent Financial Strategist at Wise Financial, LLC striving to help people better their financial situations. Whether it be educating individuals on the ins and outs of financial planning/retirement planning, or creating a comprehensive plan for my clients, I make sure we take as long as is needed for you to fully understand your options before any decisions are made. Additionally, I also have 3 years of experience as an enlisted United States Marine as well as a service representative for Siena College. I pride myself on being a professional as well as having a wide array of experiences in various fields which allows me to bring you well-rounded advice on any situation.
Experience
Financial Representative
May 2022 — Present · Clifton Park, NY, US
Education
University at Albany Massry School of Business
Business administration with tracks in finance and marketing
Siena University
Accounting
2016 — 2017
Isenberg School of Management, UMass Amherst
Bachelor's degree, Finance and Financial Management Services
2020 — 2022
University of Massachusetts Amherst
Finance, General
2020 — 2022
University at Albany
Business administration with tracks in finance and marketing
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