Emily Ciotoli Smith, Cfp® Email and Phone Number
Emily Ciotoli Smith, Cfp® work email
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Emily Ciotoli Smith, Cfp® personal email
Emily Ciotoli Smith, Cfp® phone numbers
Emily Ciotoli Smith, Cfp® is a Director of Financial Planning at Williams Jones Wealth Management at Williams Jones Wealth Management. She possess expertise in leadership, alternative investments, portfolio management, management, investments and 8 more skills. Colleagues describe her as "I worked with Emily for several years (first as a service provider with SEI Private Trust Company) and again as a colleague on the New Business Account Funding Team. As you can see from Emily’s progression at BNY Mellon she is very driven to reach her career goals. Emily’s work habit and drive to deliver perfection was displayed as we rolled out the Account Funding Team nationwide to all of BNY Mellon’s sales offices. There is no question that she deserves this recommendation for the flawless work she has completed during her time here at BNY Mellon. I’m sure she will continue to have great success as she continues her career."
Williams Jones Wealth Management
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Director Of Financial PlanningWilliams Jones Wealth Management Mar 2020 - PresentNew York, New York
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Senior Financial PlannerWilliams Jones Wealth Management Dec 2018 - Mar 2020New York, New York, United States
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Wealth Strategist - Financial PlannerLenox Wealth Advisors Jul 2016 - Dec 2018New York, New York, United States -
Associate Wealth ManagerBny Mellon Wealth Management May 2011 - Jul 2016New York, New York, United States -
Senior Account Funding SpecialistBny Mellon Wealth Management Aug 2008 - May 2011Pittsburgh, Pennsylvania, United States
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Private Wealth Management InternBny Mellon Wealth Management May 2008 - Aug 2008
Emily Ciotoli Smith, Cfp® Skills
Emily Ciotoli Smith, Cfp® Education Details
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School Of Continuing And Professional Studies, Certificate In Financial Planning -
New York Banker'S AssociationTrust And Estate Administration School -
Business Administration
Frequently Asked Questions about Emily Ciotoli Smith, Cfp®
What company does Emily Ciotoli Smith, Cfp® work for?
Emily Ciotoli Smith, Cfp® works for Williams Jones Wealth Management
What is Emily Ciotoli Smith, Cfp®'s role at the current company?
Emily Ciotoli Smith, Cfp®'s current role is Director of Financial Planning at Williams Jones Wealth Management.
What is Emily Ciotoli Smith, Cfp®'s email address?
Emily Ciotoli Smith, Cfp®'s email address is es****@****ors.com
What is Emily Ciotoli Smith, Cfp®'s direct phone number?
Emily Ciotoli Smith, Cfp®'s direct phone number is (212) 536*****
What schools did Emily Ciotoli Smith, Cfp® attend?
Emily Ciotoli Smith, Cfp® attended New York University, New York Banker's Association, Fordham University.
What are some of Emily Ciotoli Smith, Cfp®'s interests?
Emily Ciotoli Smith, Cfp® has interest in Skiing, Economic Empowerment, Yoga, Traveling, Golfing, Reading, Running, Socializing.
What skills is Emily Ciotoli Smith, Cfp® known for?
Emily Ciotoli Smith, Cfp® has skills like Leadership, Alternative Investments, Portfolio Management, Management, Investments, Bloomberg, Investment Management, Fixed Income, Asset Allocation, Crm, Securities, Hedge Funds.
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