Michael Leist's Professional Contact Details

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HQ
+1315-724-1776
Location
Utica, New York

Michael Leist's Current Company Details

Strategic Financial Services was founded in 1979 under the premise that investors are entitled to the highest level of service possible in the management of their finances. We have grown to a team of thirty-fi...
Strategic Financial Services was founded in 1979 under the premise that investors are entitled to the highest level of service possible in the management of their finances. We have grown to a team of thirty-five professionals managing and advising clients on assets of over $1.6 billion. Areas of focus include Investment Management, Financial Planning and Corporate Retirement Plans.With headquarters in Utica, NY, we have additional offices in Syracuse, NY and West Palm Beach, FL.The Strategic team has been recognized by Barron's magazine as one of the nation's Top 100 Financial Advisors three times (2004, 2005, 2006) and as one of the nation's Top 100 Independent Financial Advisors three times: (2007, 2008, 2009).
investment management
corporate retirement plans
financial planning
financial services

Michael Leist's Work History and Education

Strategic Financial Services, Inc.
Head Of Business Development
2012 - Present
Monument Group
Analyst
2006 - 2012 • 5 years
Investors Bank & Trust
Manager
2004 - 2006 • 2 years

Others Named Michael Leist

General Manager Finance at Alinta Energy
BLDG.MECHANIC at AT&T
Production Scheduling Dept Mgr at Algoma Hardwoods, Inc.
Investment Advisor Representative | Enrolled Agent at The Leist Group, LLc

Frequently Asked Questions about Michael Leist


What company does Michael Leist work for?

Michael Leist works for Strategic Financial Services, Inc..

What is Michael Leist's role at Strategic Financial Services, Inc.?

Michael Leist's role at Strategic Financial Services, Inc. is Chief Experience Officer.

What is Michael Leist's email address?

Michael Leist's email address is m**@investstrategic.com.

What is Michael Leist's business email address?

Michael Leist's business email address is m**@investstrategic.com.

What is Michael Leist's direct mobile number?

Michael Leist's direct mobile number is (617) XXX-XXXX.

What is Michael Leist's HQ phone number?

Michael Leist's HQ phone number is +1315-724-1776.

What industry does Michael Leist work in?

Michael Leist works in the Financial Services industry.

Who are Michael Leist's colleagues?

Michael Leist's colleagues are Shannon Cool, Cody Carnaya, Max Berkovich, Melissa Fernalld and more.
Associate Advisor - Retirement Plans
Associate Advisor
Portfolio Manager
Senior Financial Advisor

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