Liam Mccall

Liam Mccall Email and Phone Number

Latrobe, PA, US
Liam Mccall's Location
Latrobe, Pennsylvania, United States, United States
About Liam Mccall

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.

Liam Mccall's Current Company Details
CFI Financial Advisors, A private wealth advisory practice of Ameriprise Financi

Cfi Financial Advisors, A Private Wealth Advisory Practice Of Ameriprise Financi

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Client Service Specialist
Latrobe, PA, US
Website:
rhoback.com
Employees:
17
Liam Mccall Work Experience Details
  • Cfi Financial Advisors, A Private Wealth Advisory Practice Of Ameriprise Financi
    Client Service Specialist
    Cfi Financial Advisors, A Private Wealth Advisory Practice Of Ameriprise Financi
    Latrobe, Pa, Us
  • Rhoback
    Brand Ambassador
    Rhoback Mar 2023 - Present
    Canonsburg, 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
  • Valley Brook Country Club
    House Crew Member
    Valley Brook Country Club May 2022 - Present
    Canonsburg, 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
  • Newedge Wealth
    Wealth Management Intern
    Newedge Wealth Jun 2024 - Aug 2024
    Pittsburgh, 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
  • Amplified Planning
    Financial Planning Extern
    Amplified Planning May 2024 - Aug 2024
    Participating 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.
  • Washington Wild Things
    Marketing & Promotion Intern
    Washington Wild Things May 2023 - Sep 2023
    Washington 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

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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