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Anthony Codispoti Location
Red Bank, NJ, US
Anthony Codispoti Work
2024 -now Financial Advisor, Senior Vice President @
2013 -2024 First Vice President Wealth Management at UBS Financial Services @
2003 -2013 First Vice President - Wealth Management @
Anthony Codispoti Education
Mt. St. Mary's University
Bachelor of Applied Science (B.A.Sc.) (Business and Finance)
1987-1991
Anthony Codispoti Skills
Wealth Management
Series 7
Retirement Planning
Asset Allocation
Series 63
Investments
Leadership
Strategic Planning
Business Development
Finance
Public Speaking
Sales
Risk Management
Securities
Fixed Income
Financial Services
Customer Service
Team Building
Management
Anthony Codispoti Summary
Anthony Codispoti, based in Red Bank, NJ, US, is currently a Financial Advisor, Senior Vice President at Morgan Stanley. Anthony Codispoti brings experience from previous roles at UBS and Smith Barney. Anthony Codispoti holds a 1987 - 1991 Bachelor of Applied Science (B.A.Sc.) in Business and Finance @ Mt. St. Mary's University. With a robust skill set that includes Wealth Management, Series 7, Retirement Planning, Asset Allocation, Series 63 and more. Anthony Codispoti has 4 emails and 2 mobile phone numbers on RocketReach.
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