Connor Curtis
Financial Representative @Wise Financial Llc
Signup · Get unlimited contacts
WORK HISTORY
Financial Representative @Wise Financial Llc
Clifton Park, NY, US
EDUCATION
University at Albany Massry School of Business
Business administration with tracks in finance and marketing
Siena University
Accounting
Isenberg School of Management, UMass Amherst
Bachelor's degree, Finance and Financial Management Services
University of Massachusetts Amherst
Finance, General
University at Albany
Business administration with tracks in finance and marketing
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.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.