Focused Wealth Management Email Formats

Financial Services • Newburgh, New York, United States • 21-50 Employees

Focused Wealth Management Email Formats

Focused Wealth Management uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@focusedwealthmgmt.com), used 73.7% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@focusedwealthmgmt.com	73.7%
{first name}{last name}	johndoe@focusedwealthmgmt.com	26.3%

Key Contacts at Focused Wealth Management

Michael Passante

Director Of Financial Planning

Charles Yarnold

Managing Director Of Retirement Plan Services

Rebecca Diesing

Human Resources Director

Glenn Goldstein

Managing Director Of Portfolio Management

Glenn Goldstein

Director Of Portfolio Management

Company overview

Headquarters	11 Balmville Rd, Newburgh, New York 12550, US
Phone number	+18456914037
Website	focusedwealthmgmt.com
NAICS	52
SIC	874
Keywords	Investment Advice, Investing, Trusts, 401K, Registered Investment Advisor, Asset Protection, Asset Management, Wealth Transfer, Market Analysis, Wealth Accumulation, Financial Planning, 457 Plans, 403B, Retirment Planning, Institutions, Not-For-Profits, Advisory Firm, Family Foundations, Contingency Funds, Public And Private Endowments
Founded	1994
Employees	21-50
Socials

About Focused Wealth Management

Please see website for full disclosures: www.focusedwealthmgmt.com

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry

C-Suite

Director

Employees by Department

Focused Wealth Management has 12 employees across 4 departments.

Departments

Number of employees

Funding Data

Focused Wealth Management has never raised funding before.

Focused Wealth Management Tech Stack

Discover the technologies and tools that power Focused Wealth Management's digital infrastructure, from frameworks to analytics platforms.

reCAPTCHA

Security

SiteGround

Hosting

Vimeo

Video players

jQuery Migrate

JavaScript libraries

Salesforce Marketing Cloud Account Engagement

Marketing automation

Twitter Emoji

Font scripts

Yoast SEO Premium

SEO

jQuery

JavaScript libraries

PHP

Programming languages

WordPress

Blogs

MailChimp

Google Analytics

Analytics

Frequently asked questions

Focused Wealth Management is located in Newburgh, New York, US.

You can reach Focused Wealth Management at +18456914037.

Focused Wealth Management was founded in 1994, making it 32 years old. The company has established itself as a significant player in its industry over this time.

Focused Wealth Management has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at Focused Wealth Management

Michael Passante

Director Of Financial Planning

Charles Yarnold

Managing Director Of Retirement Plan Services

Rebecca Diesing

Human Resources Director

Glenn Goldstein

Managing Director Of Portfolio Management

Glenn Goldstein

Director Of Portfolio Management

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