James Dicecco, Cfa, Caia Email & Phone Number
@cioninvestments.com
1 phone found area 508
LinkedIn matched
Who is James Dicecco, Cfa, Caia? Overview
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James Dicecco, Cfa, Caia is listed as Vice President at CION Investments at CION Investments, a with 96 employees, based in New York City Metropolitan Area, United States. AeroLeads shows a work email signal at cioninvestments.com, phone signal with area code 508, and a matched LinkedIn profile for James Dicecco, Cfa, Caia.
James Dicecco, Cfa, Caia previously worked as Vice President at Cion Investments and Assistant VP at Cion Investments. James Dicecco, Cfa, Caia holds Bachelor Of Science (B.S.), Finance And Accounting from Fairfield University.
Email format at CION Investments
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AeroLeads found 1 current-domain work email signal for James Dicecco, Cfa, Caia. Compare company email patterns before reaching out.
About James Dicecco, Cfa, Caia
James Dicecco, Cfa, Caia is a Vice President at CION Investments at CION Investments. He possess expertise in microsoft excel, data analysis, microsoft office, powerpoint, risk management and 7 more skills.
Listed skills include Microsoft Excel, Data Analysis, Microsoft Office, Powerpoint, and 8 others.
James Dicecco, Cfa, Caia's current company
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James Dicecco, Cfa, Caia work experience
A career timeline built from the work history available for this profile.
Assistant Vp
Internal Wholesaler
Junior Financial Analyst
Worked on private wealth team with 500 million AUMImplemented new financial planning process to align with firm initiativesDeveloped and monitored PIA investment modelsPrepared financial plans and investment proposals for existing clients and prospectsResearched new investment strategies and presented analysis to senior FA'sAttended quarterly client reviews and discovery meetings with prospectsProspected and cold called small business owners and retirement plans
Intern
Shadowed Senior VP of Wealth Management throughout summerResearched securities for client suitability and selectionReviewed client portfolios and attended advisor group meetings
Colleagues at CION Investments
Other employees you can reach at cioninvestments.com. View company contacts for 96 employees →
Jhenny Nelida Rojas Vasquez
Colleague at Cion InvestmentsLa Paz, Bolivia, Plurinational State Of
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TW
Turner Wendy
Colleague at Cion InvestmentsChicago, Illinois, United States
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EP
Eric Pinero
Colleague at Cion InvestmentsNew York, United States
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GG
George Gong
Colleague at Cion InvestmentsNew York, United States
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PF
Pete Finlay
Colleague at Cion InvestmentsJacksonville, Florida, United States
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LK
Luke Kincaid
Colleague at Cion InvestmentsLos Angeles Metropolitan Area, United States
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UM
Umer Minhas Minhas
Colleague at Cion InvestmentsPakistan
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GM
Geoff Manna
Colleague at Cion InvestmentsMiami-Fort Lauderdale Area, United States
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EH
Earl Hedin
Colleague at Cion InvestmentsRamsey, New Jersey, United States
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RD
Ray Dugan
Colleague at Cion InvestmentsNew York, United States
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James Dicecco, Cfa, Caia education
Bachelor Of Science (B.S.), Finance And Accounting
Education record
Frequently asked questions about James Dicecco, Cfa, Caia
Quick answers generated from the profile data available on this page.
What company does James Dicecco, Cfa, Caia work for?
James Dicecco, Cfa, Caia works for CION Investments.
What is James Dicecco, Cfa, Caia's role at CION Investments?
James Dicecco, Cfa, Caia is listed as Vice President at CION Investments at CION Investments.
What is James Dicecco, Cfa, Caia's email address?
AeroLeads has found 1 work email signal at @cioninvestments.com for James Dicecco, Cfa, Caia at CION Investments.
What is James Dicecco, Cfa, Caia's phone number?
AeroLeads has found 1 phone signal(s) with area code 508 for James Dicecco, Cfa, Caia at CION Investments.
Where is James Dicecco, Cfa, Caia based?
James Dicecco, Cfa, Caia is based in New York City Metropolitan Area, United States while working with CION Investments.
What companies has James Dicecco, Cfa, Caia worked for?
James Dicecco, Cfa, Caia has worked for Cion Investments, Mfs Investment Management, Merrill Lynch, and Ubs Wealth Management.
Who are James Dicecco, Cfa, Caia's colleagues at CION Investments?
James Dicecco, Cfa, Caia's colleagues at CION Investments include Jhenny Nelida Rojas Vasquez, Turner Wendy, Eric Pinero, George Gong, and Pete Finlay.
How can I contact James Dicecco, Cfa, Caia?
You can use AeroLeads to view verified contact signals for James Dicecco, Cfa, Caia at CION Investments, including work email, phone, and LinkedIn data when available.
What schools did James Dicecco, Cfa, Caia attend?
James Dicecco, Cfa, Caia holds Bachelor Of Science (B.S.), Finance And Accounting from Fairfield University.
What skills is James Dicecco, Cfa, Caia known for?
James Dicecco, Cfa, Caia is listed with skills including Microsoft Excel, Data Analysis, Microsoft Office, Powerpoint, Risk Management, Market Research, Budgets, and Asset Management.
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