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
- 2023 - now Chief Executive Officer @
- 2017 - now Board Member @
- 2021 - 2023 Partner and Managing Director @
- 2019 - 2020 Executive Vice President @
- 2012 - 2018 Regional Vice President, New York City @
- 2008 - 2018 Financial Consultant and Retirement Planning Specialist @
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 Asset-Map, Gideon Strategic Partners, Equitable Advisors 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 6 emails and 2 mobile phone numbers on RocketReach.
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Others Named Anthony D'Angelo
Anthony D'Angelo
Chief Executive Officer
Boca Raton, FL, US
Top Aurelius Legacy Partners Employees
Anthony D'Angelo
Chief Executive Officer
Boca Raton, FL, US
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