Aif Laurie Haelen
Experienced Wealth Management professional with over 27 years of experience. Passionate about helping clients achieve their personal... | Pittsford, New York, United States
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Aif Laurie Haelen’s Emails lh****@am****.com
Aif Laurie Haelen’s Phone Numbers No phone number available.
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Aif Laurie Haelen’s Location Pittsford, New York, United States
Aif Laurie Haelen’s Expertise Experienced Wealth Management professional with over 27 years of experience. Passionate about helping clients achieve their personal goals in all aspects of their lives. My motto: “Goodness is the only investment that never fails.” Thoreau.
Aif Laurie Haelen’s Current Industry Canandaigua National Bank And Trust
Aif
Laurie Haelen’s Prior Industry
Hsbc
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Jp Morgan Chase
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Tompkins Financial Advisors
|
Canandaigua National Bank And Trust
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Work Experience
Canandaigua National Bank And Trust
SVP, Director of Wealth Management
Sun Jan 01 2023 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Canandaigua National Bank And Trust
Sr. Vice President, Manager of Wealth Solutions
Fri Jul 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Jan 01 2023 00:00:00 GMT+0000 (Coordinated Universal Time)
Tompkins Financial Advisors
Sr. Vice President, Managing Director
Mon Aug 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Jul 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time)
Tompkins Financial Advisors
Sr. Vice President, Director of Investment Services
Mon Jan 01 2007 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Aug 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time)
Jp Morgan Chase
Sr. Portfolio Manager
Fri Sep 01 2000 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Jan 01 2007 00:00:00 GMT+0000 (Coordinated Universal Time)
Hsbc
Vice President, Portfolio Manager
Sun Jan 01 1995 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Jan 01 2000 00:00:00 GMT+0000 (Coordinated Universal Time)Skills
Languages
Aif Laurie Haelen Email Addresses
FAQ About Aif Laurie Haelen
-
Aif Laurie Haelen is located at
Pittsford, New York, United States -
Aif Laurie Haelen is a
Experienced Wealth Management professional with over 27 years of experience. Passionate about helping clients achieve their personal goals in all aspects of their lives. My motto: “Goodness is the only investment that never fails.” Thoreau. Canandaigua National Bank And Trust -
Aif Laurie Haelen currently works in the
Canandaigua National Bank And Trust -
Aif Laurie Haelen specializes in
Experienced Wealth Management professional with over 27 years of experience. Passionate about helping clients achieve their personal goals in all aspects of their lives. My motto: “Goodness is the only investment that never fails.” Thoreau. -
Aif Laurie Haelen speaks the following languages:
No languages available. -
Aif Laurie Haelen has prior experience in the following industries:
Canandaigua National Bank And Trust , Tompkins Financial Advisors , Tompkins Financial Advisors , Jp Morgan Chase , Hsbc -
Aif Laurie Haelen has the following professional experience:
Canandaigua National Bank And Trust , Canandaigua National Bank And Trust , Tompkins Financial Advisors , Tompkins Financial Advisors , Jp Morgan Chase , Hsbc . -
You can view Aif Laurie Haelen’s
LinkedIn profile at LinkedIn URL. -
Aif Laurie Haelen’s work email addresses are
[email protected] . -
Aif Laurie Haelen works at
Canandaigua National Bank And Trust
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