Wise Financial Employee Directory

Wise Financial corporate office is located in 3 Franklin Sq Ste 6, Saratoga Springs, New York, 12866, United States and has 11-50 employees.

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Employees by Department

Departments

Number of employees

Finance

Operations

C-Suite

Marketing

Sales

Key Employees of Wise Financial

DA
Daries Allani
Vice President, Marketing
PhoneEmail
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Wise Financial Global Presence

Location	People at location
North America	11-50
Asia	1-10

Index of contact profiles from Wise Financial

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

Contact Name

Contact Info

Job Title

HQ Location

MT
Mark Thomas
Email Direct
Investment Advisor & Representative
United States , New York , Saratoga Springs

DB
David Bibo
Email Direct
Insurance Agent
United States , New York , Saratoga Springs

NW
Nicholas Woods
Email Direct
Financial Representative
United States , New York , Saratoga Springs

DA
Daries Allani
Email Direct
Vice President, Marketing
United States , New York , Saratoga Springs

KA
Kyle Agresta
Email Direct
Partner
United States , New York , Saratoga Springs

JE
Jeffrey Eckert
Email Direct
Co-Founder & Partner
United States , New York , Saratoga Springs

JN
Jared Neet
Email Direct
Financial Representative
United States , New York , Saratoga Springs

ES
Ethan Snyder
Email Direct
Financial Advisor
United States , New York , Saratoga Springs

CB
Charles Brown
Email Direct
Independent Financial Representative
United States , New York , Saratoga Springs

PH
Patricia Haynes
Email Direct
Executive Director
United States , New York , Saratoga Springs

RC
Ryan Cullam
Email Direct
Executive Director
United States , New York , Saratoga Springs

BS
Burke Spillane
Email Direct
Financial Advisor
United States , New York , Saratoga Springs

JF
Justin Fetter
Email Direct
Financial Representative
United States , New York , Saratoga Springs

SB
Seth Baker
Email Direct
Financial Services Representative
United States , New York , Saratoga Springs

PF
Patrick Farier
Email Direct
Financial Professional
United States , New York , Saratoga Springs

JH
Justin Hoagland
Email Direct
Financial Professional
United States , New York , Saratoga Springs

JM
Jason Meyer
Email Direct
Financial Representative
United States , New York , Saratoga Springs

FS
Frank Stevens
Email Direct
Financial Representative
United States , New York , Saratoga Springs

MJ
Mitesh Joshi
Email Direct
Financial Consultant
United States , New York , Saratoga Springs

BW
Brian Warner
Email Direct
Financial Representative
United States , New York , Saratoga Springs

HF
Hayden Fontana
Email Direct
Financial Strategist
United States , New York , Saratoga Springs

LP
Lea Paratore
Email Direct
Operations Coordinator
United States , New York , Saratoga Springs

RR
Ryan Roy
Email Direct
Director, Operations
United States , New York , Saratoga Springs

CA
Charles Aiken
Email Direct
Comprehensive Financial Advisor
United States , New York , Saratoga Springs

Former Employees at Wise Financial

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

Kate Mackin

Manager, Shopper Marke... at SparkShoppe

Worked as Registered Representative

at Wise Financial (2021-2022)

Direct

Kordell Benson

Founder at Sausville Benson Finan...

Worked as Financial Professional

at Wise Financial (2021-2021)

Direct

Daniel Kreplin

Inventory Associate at Cannabicity

Worked as Financial Specialist

at Wise Financial (2023-2025)

Direct

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Finance Project Associ... at BOLDSCIENCE

Worked as Financial Representative & Intern

at Wise Financial (2024-2024)

Direct

Mask Content

Crew Member at Chipotle

Worked as Independent Financial Represenative

at Wise Financial

Direct

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Manager, Commercial Le... at Albany Management

Worked as Financial Consultant

at Wise Financial (2022-2023)

Direct

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Frequently Asked Questions Regarding Wise Financial Employees

How many employees does Wise Financial have?

Wise Financial has 11-50 employees

Who are Wise Financial key employees?

Some of Wise Financial key employees are Daries Allani

Where is Wise Financial located?

Wise Financial’s headquarters are located at 3 Franklin Sq Ste 6, Saratoga Springs, New York, 12866, United States

How do I contact Wise Financial?

Wise Financial Contact Info: Phone number: (518) 584-5052 Website: www.wisefinancial.net

What does Wise Financial do?

Wise Financial is a comprehensive financial planning firm that offers a range of services including investments, retirement planning, insurance, tax planning, and estate planning. The firm aims to provide structured wealth-building guidance tailored to the diverse needs of its clients, which include retirees, business owners, professionals, and wom... Read More

Is Wise Financial a public company?

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

See more information about Wise Financial Employees