![Cameron James Sugrue](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profilo
Mr. Cameron J.
Sugrue is a Financial Analyst at AJ Wealth Strategies LLC.
He takes an analytical approach in providing a high caliber experience to clients of the firm.
His background enables him to build out new, more efficient, processes to better serve clients in an ever-changing technological environment.
Prior to joining AJ Wealth, he worked as an Investment Consultant at Merrill Lynch, delivering investment management insights and analysis to a sophisticated client base.
As an undergrad at the University of Connecticut, he studied business strategy and computer science.
He graduated in 2018 with a BA and currently holds his FINRA Series 65 license.
Precedenti posizioni note di Cameron James Sugrue
| Società | Posizione | Fine |
|---|---|---|
AJ Wealth Strategies LLC
 AJ Wealth Strategies LLC Investment ManagersFinance AJ Wealth creates a diversified portfolio consistent with their client’s risk tolerance and financial needs. The firm maintains an open architecture investment model that picks the most appropriate investment for each asset class. | Analyst-Equity | 01/07/2021 |
Formazione di Cameron James Sugrue
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
1
Relazioni di 1° grado
2
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 2 |
|---|---|
University of Connecticut
 University of Connecticut Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
AJ Wealth Strategies LLC
AJ Wealth Strategies LLC Investment ManagersFinance AJ Wealth creates a diversified portfolio consistent with their client’s risk tolerance and financial needs. The firm maintains an open architecture investment model that picks the most appropriate investment for each asset class. | Finance |
