John Gaspa
Financial Advisor
- Role
- Private Client Advisor at Key Investment Services
- Location
- Utica, NY, US
- LinkedIn followers
- 500 followers
Sales & Business DevelopmentView LinkedIn profile
About John Gaspa
As a Key Investment Services Private Client Advisor, I take pride in understanding what…
Experience
Private Client Advisor
Jun 2023 — Present · Utica, NY, US
Skills
- Financial Risk
- Policy
- Time Management
- Customer Service
- Microsoft Word
- Access
- Leadership
- Microsoft Excel
- Data Analysis
- Outlook
- Analysis
- Series 7
- Process Improvement
- Microsoft Office
- Risk Management
- Data Entry
- Powerpoint
- Teamwork
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