Alan Testa Email & Phone Number
Vice President and Senior Financial Consultant @ Bank Rhode Island
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Alan Testa Location
- Providence, RI, US
Alan Testa Work
- 2009 -now Vice President and Senior Financial Consultant @
- 2007 -2009 Financial Advisor @
- 2006 -2007 Financial Advisor (Training Program) @
Alan Testa Education
- University of Rhode Island - College of Business Administration
Bachelor of Science (B.S.) (Business Administration and Management, General)
2002-2006 - Classical High School
College prep (College Prep)
1998-2002
Alan Testa Skills
- Investments
- Finance
- Training
- Financial Advisory
- Securities
- Banking
- Mortgage Lending
- Portfolio Management
- Loans
- Risk Management
- Financial Analysis
- Credit
- Customer Service
- Mutual Funds
- Retirement Planning
- Series 7
- Financial Services
Alan Testa Summary
- Alan Testa, based in Providence, RI, US, is currently a Vice President and Senior Financial Consultant at Bank Rhode Island. Alan Testa brings experience from previous roles at UBS Wealth Management and Morgan Stanley Wealth Management. Alan Testa holds a 2002 - 2006 Bachelor of Science (B.S.) in Business Administration and Management, General @ University of Rhode Island - College of Business Administration. With a robust skill set that includes Investments, Finance, Training, Financial Advisory, Securities and more. Alan Testa has 2 emails and 2 mobile phone numbers on RocketReach.
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