Sandy Romeo
Private Wealth Manager, Partner at Canal View Financial Advisors | Pittsford, New York, United States
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Private Wealth Manager, Partner at Canal View Financial Advisors in October 2019 to Present
Financial Advisor/ Franchise Owner at Canal View Financial Advisors Ameriprise Financial Services, Inc. in April 2015 to October 2019
CFP®, CTFA, Account Vice President at UBS Financial Services in January 2008 to April 2015
Financial Advisor at Morgan Stanley in January 2006 to January 2008
Private Banker/ Financial Advisor at McDonald Investments in January 2004 to January 2006
Wealth Management Advisor at M&T Bank in January 2000 to January 2004
Trust Officer - CTFA at JPMorgan Chase in January 1993 to January 2000
Regional Advisor at USF&G/ TJ LIFE of NY in January 1989 to January 1992
Insurance Advisor/ Registered Representative at Prudential Financial in January 1987 to January 1989
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Cannon Trust School, CTFA, January 1997 to January 2000
State University of New York College at Oswego, Bachelor of Arts, January 1982 to January 1986
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Discover more about Canal View Financial AdvisorsWhat is Sandy Romeo email address?
Email Sandy Romeo at [email protected]. This email is the most updated Sandy Romeo's email found in 2026.
What is Sandy Romeo phone number?
Sandy Romeo phone number is 5858802958.
How to contact Sandy Romeo?
To contact Sandy Romeo send an email to [email protected]. If you want to call Sandy Romeo try calling on 5858802958.
What company does Sandy Romeo work for?
Sandy Romeo works for Canal View Financial Advisors
What is Sandy Romeo's role at Canal View Financial Advisors?
Sandy Romeo is Private Wealth Manager, Partner
What industry does Sandy Romeo work in?
Sandy Romeo works in the Financial Services industry.
Sandy Romeo Email Addresses
Sandy Romeo Phone Numbers
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