Liam Mccall Email and Phone Number
I am a third-year student at Saint Vincent College. I am dual majoring in Marketing and Finance on the CFP track. In addition to my studies, I compete on the Varsity Men's Lacrosse Team. To further enhance my educational experience, I am a part of the Alpha Lambda Delta Honors Society, and Delta Mu Delta Honors Society. Some of the accomplishments during my time at Saint Vincent so far is I have been on the Dean's list 4/4 times and hold a cumulative GPA of 3.85.
Cfi Financial Advisors, A Private Wealth Advisory Practice Of Ameriprise Financi
View- Website:
- rhoback.com
- Employees:
- 17
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Client Service SpecialistCfi Financial Advisors, A Private Wealth Advisory Practice Of Ameriprise FinanciLatrobe, Pa, Us -
Brand AmbassadorRhoback Mar 2023 - PresentCanonsburg, Pennsylvania, United States• Member of RhobackU, college athlete affiliate program• Promote high quality clothes made by Rhoback through social media and in the community • Utilize NIL to promote you and a brand all in one• Network with other college athletes and owners of Rhoback -
House Crew MemberValley Brook Country Club May 2022 - PresentCanonsburg, Pennsylvania, United States▪ Set up and took down events hosted by the country club▪ Communications with members of country club▪ Mentored and trained younger employees -
Wealth Management InternNewedge Wealth Jun 2024 - Aug 2024Pittsburgh, Pennsylvania, United States- Full-time intern with NewEdge Wealth, a Barrons Top 100 RIA founded in 2020-Gain Experience and knowledge through teach-ins and daily meetings with top executives of the firm- Assisted business owner with research in 401(k) retirement funds - Supported business owner with the preparation and execution of client meetings using Microsoft Office (Excel and PowerPoint)- Received training and practice with the use of MoneyGuidePro while assisting the senior planners -
Financial Planning ExternAmplified Planning May 2024 - Aug 2024Participating in a financial planning externship worth 500 CFP Standard Pathway Hours under CFP Hannah Moore at Amplified Planning. Gaining expertise in all aspects of financial planning including: investment planning, retirement planning, tax planning, estate planning, student loan/tuition planning and cash flow planning. Becoming E-money certified, and gaining competency in other financial softwares such as Asset-Map and Redtail CRM. -
Marketing & Promotion InternWashington Wild Things May 2023 - Sep 2023Washington County, Pennsylvania, United States• Member of Street Team, In-game entertainment• Entertaining fans, between innings, encouraged involvement in games or dances, sponsored promotional items and team programs in game and activities.• Preparing and distributing promotional materials, appearing at various events in the community throughout the season promoting community involvement.• Cultivated a new account for the street team and executed content for various social media platforms.
Liam Mccall Education Details
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Third Year
Frequently Asked Questions about Liam Mccall
What company does Liam Mccall work for?
Liam Mccall works for Cfi Financial Advisors, A Private Wealth Advisory Practice Of Ameriprise Financi
What is Liam Mccall's role at the current company?
Liam Mccall's current role is Client Service Specialist.
What schools did Liam Mccall attend?
Liam Mccall attended Saint Vincent College.
Who are Liam Mccall's colleagues?
Liam Mccall's colleagues are Ben Marsigli, Shalen Moore, Hudson Hooper, Dylan Harris, Caroline Outlaw, Julia Kempf Tomley, Shannon Morse.
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