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Cfp Hannah Woolley
Cfp Hannah Woolley
Managing Director | Joel Isaacson & Co., LLC
New York, New York, United States
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.
Cfp Hannah Woolley
Work Experience
Managing Director at
Joel Isaacson & Co., LLC
July 2024 - Present
Director at
Joel Isaacson & Co., LLC
July 2009 - July 2024
Intern at
Joel Isaacson & Co., LLC
December 2008 - January 2009
Finance Intern at
Cardinal McCloskey Services
June 2007 - August 2008
Cfp Hannah Woolley
Education
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
******@joelisaacson.com
Colleagues
Partner/ Co Founder
Managing Director
Managing Director
Managing Director