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Cfp Hannah Woolley

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Cfp Hannah Woolley

Managing Director | Joel Isaacson & Co., LLC

New York, New York, United States

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Cfp Hannah Woolley

Summary

Hannah Woolley is a seasoned Wealth Manager and Trusted Advisor with over a decade of experience in crafting tailored financial strategies for high-net-worth clients. Based in New York, she has a strong background in asset allocation, financial analysis, and strategic planning. Hannah has a proven track record at Joel Isaacson, where she has progressed from an intern to Managing Director, showcasing her dedication and expertise in the financial sector. She is passionate about building lasting relationships with her clients, guiding them through significant life events such as retirement and college savings. Her approach combines deep financial knowledge with a personal touch, ensuring that her clients' long-term goals are met. Hannah's commitment to her clients and her profession sets her apart in the competitive landscape of wealth management.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Sustainability

Organisational experience

Corporate Experience

Cfp Hannah Woolley

Work Experience

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Managing Director at

Joel Isaacson & Co., LLC

July 2024 - Present

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Director at

Joel Isaacson & Co., LLC

July 2009 - July 2024

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Intern at

Joel Isaacson & Co., LLC

December 2008 - January 2009

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Finance Intern at

Cardinal McCloskey Services

June 2007 - August 2008

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Cfp Hannah Woolley

Education

Lehigh University, Bs

January 2005 - January 2009

Scarsdale High School

January 2001 - January 2005

Frequently Asked Questions about Cfp Hannah Woolley

What is Cfp Hannah Woolley email address?

Cfp Hannah Woolley's primary email address is ******@joelisaacson.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Cfp Hannah Woolley work for?

Cfp Hannah Woolley is a Managing Director at Joel Isaacson & Co., LLC, a company specializing in Functions related to depository banking.

Where Cfp Hannah Woolley graduated from?

Cfp Hannah Woolley holds a degree in Finance from Lehigh University.

How can I directly contact Cfp Hannah Woolley?

To contact Cfp Hannah Woolley directly, you can use the email address ******@joelisaacson.com. Complete contact information is available upon registration with Muraena.

Who is Cfp Hannah Woolley?

Hannah Woolley is a seasoned Wealth Manager and Trusted Advisor with over a decade of experience in crafting tailored financial strategies for high-net-worth clients. Based in New York, she has a strong background in asset allocation, financial analysis, and strategic planning. Hannah has a proven track record at Joel Isaacson, where she has progressed from an intern to Managing Director, showcasing her dedication and expertise in the financial sector. She is passionate about building lasting relationships with her clients, guiding them through significant life events such as retirement and college savings. Her approach combines deep financial knowledge with a personal touch, ensuring that her clients' long-term goals are met. Hannah's commitment to her clients and her profession sets her apart in the competitive landscape of wealth management.

Cfp`s contact details

mail

******@joelisaacson.com

Colleagues

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