Anthony Dalonzo Email & Phone Number
Financial Representative, Princor Registered Representative @ Principal Financial Group
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Anthony Dalonzo Location
- Rochester, NY, US
Anthony Dalonzo Work
- 2012 -now Financial Representative, Princor Registered Representative @
- 2011 -2012 Junior Account Executive @ Rockwell Securities
Anthony Dalonzo Education
- SUNY Geneseo
Bachelor of Science (BS) (Business Administration)
2007-2011 - McQuaid Jesuit High School 2004-2007
Anthony Dalonzo Skills
- Coordinating Effective Sales Presentations
- Prospecting Potential Clients
- Analyzing S&P 500 Stock and Sector Information
- Maintaining Perpetual Client Relationships
- Conducting Market Research
- Strongly Developed Technical Writing Ability
- Private Equity
- Risk Management
- Technical Analysis
- Exit Strategies
- Alternative Investments
- Structured Investments
- Wealth Management
- Succession Planning
- Retirement Planning
- Buy-sell Agreements
- Business Valuation
- Key Person Insurance
- Disability Insurance
- Series 7
- Series 63
- Life & Health Insurance Licenses
- Variable Annuities
- Buy Sell Agreements
- Maintaining Perpetual
- Public Speaking
- Nursing
- Client Relationships
- Life and Health Insurance Licenses
- Customer Service
Anthony Dalonzo Summary
- Anthony Dalonzo, based in Rochester, NY, US, is currently a Financial Representative, Princor Registered Representative at Principal Financial Group. Anthony Dalonzo brings experience from previous roles at Rockwell Securities. Anthony Dalonzo holds a 2007 - 2011 Bachelor of Science (BS) in Business Administration @ SUNY Geneseo. With a robust skill set that includes Coordinating Effective Sales Presentations, Prospecting Potential Clients, Analyzing S&P 500 Stock and Sector Information, Maintaining Perpetual Client Relationships, Conducting Market Research and more. Anthony Dalonzo has 1 emails and 1 mobile phone numbers on RocketReach.
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