Jim Masone

Retirement Planner at West Advisory Group

Role: Financial Strategist at West Advisory Group
Location: Erie, PA, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Jim Masone

Most successful families don’t run out of money in retirement because of market…

Experience

Financial Strategist
West Advisory Group
Sep 2023 — Present · Erie, PA, US

Education

Edinboro University of Pennsylvania
Bachelor of Science (B.S.)
2005 — 2009
Florida State University
Master of Science (M.S.)
2009 — 2012
Edinboro University of Pennsylvania
Bachelor's degree
2005 — 2009

Skills

Finance
Community Outreach
Financial Econometrics
Loans
Business Development
Financial Economics
Econometric Modeling
Microsoft Office
Asset Based Lending
Economics
Customer Service
Microsoft Powerpoint
Public Speaking
Banking
Financial Analysis
Credit
Financial Modeling
Retail Banking

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