Anthony D'Angelo Email & Phone Number
Chief Executive Officer @ Aurelius Legacy Partners
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Anthony D'Angelo Location
- Boca Raton, FL, US
Anthony D'Angelo Work
- Chief Executive Officer @ (April 2023 - Present)
- Partner and Managing Director @ (February 2021 - April 2023)
- Executive Vice President @ (January 2019 - October 2020)
- Board Member @ (June 2017 - Present)
- Regional Vice President, New York City @ (May 2012 - December 2018)
- Financial Consultant and Retirement Planning Specialist @ (May 2008 - December 2018)
Anthony D'Angelo Education
- The Wharton School
Retirement Planning Specialist
2010-2011 - Wagner College
BS (Business Finance & Economics)
2003-2007
Anthony D'Angelo Skills
- Organizational Leadership
- Risk Management
- Wealth Management
- Financial Services
- Investments
- Financial Analysis
- Retirement Planning
- Portfolio Management
- Strategic Planning
- Leadership Development
- Motivational Speaking
- Coaching
- Creative Entrepreneurship
- Vision
- Business Development
- Team Building
- Training
- Uniform Combined State Law
- Financial Advisory
- Financial Advisory Services
- PowerPoint
- Microsoft Excel
- Life and Health Insurance Licenses
- Estate Planning Strategies
- Retirement Planning Specialist
- Financial Planning
- Wealth Management Services
- Asset Allocation Strategies
Anthony D'Angelo Summary
- Anthony D'Angelo, based in Boca Raton, FL, US, is currently a Chief Executive Officer at Aurelius Legacy Partners. Anthony D'Angelo brings experience from previous roles at Gideon Strategic Partners, Equitable Advisors, Asset-Map and AXA Advisors, LLC. Anthony D'Angelo holds a 2010 - 2011 Retirement Planning Specialist @ The Wharton School. With a robust skill set that includes Organizational Leadership, Risk Management, Wealth Management, Financial Services, Investments and more. Anthony D'Angelo has 4 emails and 3 mobile phone numbers on RocketReach.
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Top Aurelius Legacy Partners Employees
Anthony D'Angelo
Chief Executive Officer
Boca Raton, FL, US
Caitlin Young
Director of Client Services
Fort Lauderdale, FL, US
Jake Latourette
Managing Director
Boca Raton, FL, US
James Bishof
Managing Director
Freehold Township, NJ, US
Jordan Foe
Wealth Management Consultant
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