Financial Strategist
Current
Sep 2023 - Present
AeroLeads people directory · profile
Jim Masone Email & Phone Number
Transforming Lives by Empowering Individuals to Attain Lasting Financial Peace in Retirement.
at
West Advisory Group
1 work email found
@bankcnb.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Transforming Lives by Empowering Individuals to Attain Lasting Financial Peace in Retirement.
Location
Erie, Pennsylvania, United States
Company size
Who is Jim Masone? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Jim Masone is listed as Transforming Lives by Empowering Individuals to Attain Lasting Financial Peace in Retirement. at West Advisory Group, a company with 13 employees, based in Erie, Pennsylvania, United States. AeroLeads shows a work email signal at bankcnb.com and a matched LinkedIn profile for Jim Masone.
Jim Masone previously worked as Financial Strategist at West Advisory Group and Assistant Vice President Business Development at F.N.B. Corporation. Jim Masone holds Master Of Science (M.S.), Economics from Florida State University.
Company email context
Email format at West Advisory Group
This section adds company-level context without repeating Jim Masone's masked contact details.
{first_initial}{last}@bankcnb.com
86% confidence
AeroLeads found 1 current-domain work email signal for Jim Masone. Compare company email patterns before reaching out.
Profile bio
About Jim Masone
I am a Financial Strategist with West Advisory Group, a leading financial planning and advisory firm that helps individuals and businesses achieve their financial aspirations. With over seven years of experience in the financial industry, I have developed a keen eye for market trends and a proficiency in delivering personalized solutions that withstand the test of time.My core competencies include investment management, risk analysis, wealth preservation, and retirement planning. I specialize in creating tailored financial plans that align with clients' unique goals and risk tolerance, using cutting-edge financial tools and staying abreast of market dynamics. I also foster strong, trusting relationships with my clients, prioritizing open communication and active listening. My mission is to empower individuals to attain lasting financial peace and success.
Listed skills include Banking, Credit, Customer Service, Financial Analysis, and 31 others.
Current workplace
Jim Masone's current company
Company context helps verify the profile and gives searchers a useful next step.
West Advisory Group
7 roles
Jim Masone work experience
A career timeline built from the work history available for this profile.
Assistant Vice President Business Development
Dec 2022 - Sep 2023
Commercial Banking Officer
Sep 2016 - Nov 2022
Assistant Manager
Sep 2014 - Sep 2016
Customer Service Representative
Jul 2012 - Sep 2014
Graduate Teaching Assistant
Aug 2009 - Jul 2012
Sergeant
Sep 2001 - Dec 2008
Team & coworkers
Colleagues at West Advisory Group
Other employees you can reach at westadvisorygroup.com. View company contacts for 13 employees →
AP
Alan Pershing
Colleague at West Advisory GroupValencia, Pennsylvania, United States, United States
View →
AF
Ashley Friedland
Colleague at West Advisory GroupPittsburgh, Pennsylvania, United States, United States
View →
CC
Calen Cummins
Colleague at West Advisory GroupAllison Park, Pennsylvania, United States, United States
View →
JD
Jody Drakes
Colleague at West Advisory GroupErie, Pennsylvania, United States, United States
View →
PH
Patricia H.
Colleague at West Advisory GroupErie-Meadville Area, United States
View →
Alan Pershing
Colleague at West Advisory GroupValencia, Pennsylvania, United States, United States
View →
AF
Ashley Friedland
Colleague at West Advisory GroupPittsburgh, Pennsylvania, United States, United States
View →
CC
Calen Cummins
Colleague at West Advisory GroupAllison Park, Pennsylvania, United States, United States
View →
JD
Jody Drakes
Colleague at West Advisory GroupErie, Pennsylvania, United States, United States
View →
PH
Patricia H.
Colleague at West Advisory GroupErie-Meadville Area, United States
View →
5 education records
Jim Masone education
Master Of Science (M.S.), Economics
Education record
Leadership Mckean
Bachelor Of Science (B.S.), Economics
Bachelor'S Degree, Political Science And Government
Education record
FAQ
Frequently asked questions about Jim Masone
Quick answers generated from the profile data available on this page.
What company does Jim Masone work for?
Jim Masone works for West Advisory Group.
What is Jim Masone's role at West Advisory Group?
Jim Masone is listed as Transforming Lives by Empowering Individuals to Attain Lasting Financial Peace in Retirement. at West Advisory Group.
What is Jim Masone's email address?
AeroLeads has found 1 work email signal at @bankcnb.com for Jim Masone at West Advisory Group.
Where is Jim Masone based?
Jim Masone is based in Erie, Pennsylvania, United States while working with West Advisory Group.
What companies has Jim Masone worked for?
Jim Masone has worked for West Advisory Group, F.N.B. Corporation, Cnb Bank, Northwest Savings Bank, and Pnc.
Who are Jim Masone's colleagues at West Advisory Group?
Jim Masone's colleagues at West Advisory Group include Alan Pershing, Ashley Friedland, Calen Cummins, Jody Drakes, and Patricia H..
How can I contact Jim Masone?
You can use AeroLeads to view verified contact signals for Jim Masone at West Advisory Group, including work email, phone, and LinkedIn data when available.
What schools did Jim Masone attend?
Jim Masone holds Master Of Science (M.S.), Economics from Florida State University.
What skills is Jim Masone known for?
Jim Masone is listed with skills including Banking, Credit, Customer Service, Financial Analysis, Loans, Microsoft Office, Retail Banking, and Microsoft Powerpoint.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Jim Masone you were looking for.
Dr. James Masone
1 email domain
James Masone
3 email domains
James Masone
2 email domains
Jim Masone
1 email domain