Sgroi Financial Employee Directory

Sgroi Financial corporate office is located in 965 Union Rd, West Seneca, New York, 14224, United States and has 11-50 employees.

sgroi financial llc

sgroi financial

discovery advisory group llc

sgroi properties llc

sgroi wealth advisory group llc

sgroifinancial

Employees by Department

Departments

Number of employees

Operations

Finance

Marketing

C-Suite

Sales

Key Employees of Sgroi Financial

PS
Patrick Sgroi
President
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail

Sgroi Financial Global Presence

Location	People at location
North America	11-50

Index of contact profiles from Sgroi Financial

Hundreds of professionals searching for Sgroi Financial have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

AC
Abbygail Clouden
Email Direct
Director, Marketing
United States , New York , West Seneca

NE
Nina Evans
Email Direct
Operational Specialist
United States , New York , West Seneca

UL
Urmas Lupkin
Email Direct
Vice President, Marketing & Sales
United States , New York , West Seneca

VS
Vincent Scarsella
Email Direct
Financial Analyst
United States , New York , West Seneca

SC
Sarah Clouden
Email Direct
Manager, Business
United States , New York , West Seneca

BC
Brian Clouden
Email Direct
Registered Representative
United States , New York , West Seneca

MC
Michael Clouden
Email Direct
Finance Intern
United States , New York , West Seneca

TS
Theresa Simmons
Email Direct
Registered Administrative Assistant
United States , New York , West Seneca

LD
Leah Dukat
Email Direct
Registered Administrative Assistant
United States , New York , West Seneca

NS
Nicole Switzer
Email Direct
Registered Administrative Assistant
United States , New York , West Seneca

CS
Cassie Scibran
Email Direct
Registered Administrative Assistant
United States , New York , West Seneca

BG
Bonnie Gardner
Email Direct
Front Desk Receptionist
United States , New York , West Seneca

HM
Hayden Mumbach
Email Direct
Financial Planner
United States , New York , West Seneca

JJ
Jennifer Jurek
Email Direct
Certified Divorce Financial Analyst
United States , New York , West Seneca

MS
Matthew Scheff
Email Direct
Financial Advisor
United States , New York , West Seneca

PH
Paul Hutchings
Email Direct
Financial Advisor
United States , New York , West Seneca

TS
Timothy Sgroi
Email Direct
Registered Representative Research Analyst
United States , New York , West Seneca

SM
Summer McKellar
Email Direct
Manager, Wealth
United States , New York , West Seneca

MM
Meredith Miller
Email Direct
Registered Administrative Support
United States , New York , West Seneca

LK
Lori Kuzan
Email Direct
Licensed Insurance Partnership With Sgroi Financial Sales Executive
United States , New York , West Seneca

JM
Jessica McLaughlin
Email Direct
Marketing Assistant
United States , New York , West Seneca

Former Employees at Sgroi Financial

Explore people who held key positions, contributed to Sgroi Financial's success, and advanced their careers.

Andrea Korcz-Ross

Client Service Associa... at Legacy Financial Strat...

Worked as Registered Client Service Associate

at Sgroi Financial (2015-2022)

Direct

Alexander Licata

Territory Manager at MWI Animal Health

Worked as Summer Intern

at Sgroi Financial (2018-2020)

Direct

John Clouden

Chief Compliance Offic... at Sgroi Lawley

Worked as Partner

at Sgroi Financial (1994-2025)

Direct

Mask Content

Registered Representat... at Sgroi Lawley

Worked as Registered Representative

at Sgroi Financial

Direct

Mask Content

Registered Representat... at Sgroi Lawley

Worked as Financial Planner

at Sgroi Financial (2020-2026)

Direct

Mask Content

Manager, Wealth at Independent Solutions ...

Worked as Intern Research Analyst

at Sgroi Financial (2022-2022)

Direct

Explore More

People from Similar Companies in the Finance Industry Located in New York, United States

Citi

10K+ Employees

Visa

10K+ Employees

Apollo Global Management

5K - 10K Employees

Nuveen

1K - 5K Employees

Freedom International Group

1K - 5K Employees

Moelis & Co

1K - 5K Employees

Frequently Asked Questions Regarding Sgroi Financial Employees

How many employees does Sgroi Financial have?

Sgroi Financial has 11-50 employees

Who are Sgroi Financial key employees?

Some of Sgroi Financial key employees are Patrick Sgroi

Where is Sgroi Financial located?

Sgroi Financial’s headquarters are located at 965 Union Rd, West Seneca, New York, 14224, United States

How do I contact Sgroi Financial?

Sgroi Financial Contact Info: Phone number: (716) 674-6700 Website: www.sgroifinancial.com

What does Sgroi Financial do?

Sgroi Lawley, LLC is an independent financial planning firm dedicated to helping clients achieve financial independence through personalized planning and integrity. They offer a variety of services including financial planning, insurance coverage, and investment guidance tailored to each client's unique needs. Focused on the Western New York area,... Read More

Is Sgroi Financial a public company?

Sgroi Financial is private company therefore does not currently have an official ticker symbol

See more information about Sgroi Financial Employees