Anthony D'Ascoli Email & Phone Number
Executive Director - Investments, Omega Portfolio Manager @ Oppenheimer & Co. Inc.
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Anthony D'Ascoli Location
- Delray Beach, FL, US
Anthony D'Ascoli Work
- 2019 -now Executive Director - Investments, Omega Portfolio Manager @
- 2013 -2019 Senior Director - Investments, Omega Portfolio Manager @
- 2009 -2013 Senior Vice President - Investments, Portfolio Manager @
- 2000 -2009 First Vice President - Investments, Portfolio Manager, Wealth Management Advisor @
- 2002 -2004 Managing Partner @ Greenwich Estates LLC
- 1991 -1998 Manager, Business Development @
- 1986 -1990 Analyst, Information Management Division @
- 1987 -1988 Analyst, Marketing and Services Headquarters @
- 1980 -1986 Analyst, Computer Information Center @
Anthony D'Ascoli Education
- The Wharton School 2007-2007
- Harvard Business School 1997-1997
- Iona University 1984-1988
Anthony D'Ascoli Skills
- Financial Services
- Estate Investment Strategies
- 401(k) Rollovers
- Relationship Management
- Retirement
- Retirement-Plan Consulting
- Retirement Savings
- Risk Management Strategies
- Securities
- Stock Due Diligence
- Tax-Efficient Strategies
- Wealth Management Services
- Wealth-Preservation Strategies
- Multigenerational Wealth Transfer Strategies
- Asset Allocation
- Business-Succession Strategies
- Deferred Compensation Plans
- Financial Advisory
- Fixed Income Strategies
- Insurance
- Investment Strategies
- Investments
- VA
- Business Succession Strategies
- Vt
- Investment Management
- Services
- Environmental Awareness
- Tax Efficient Strategies
- 401k Rollovers
- Retirement Plan Consulting
- Wealth Preservation Strategies
- Certified Investment Management Analyst
- Microsoft Office
- Strategic Planning
- Customer Service
- Sales
- 401 Rollovers
Anthony D'Ascoli Summary
- Anthony D'Ascoli, based in Delray Beach, FL, US, is currently a Executive Director - Investments, Omega Portfolio Manager at Oppenheimer & Co. Inc.. Anthony D'Ascoli brings experience from previous roles at Oppenheimer & Co. Inc., UBS, Bank of America Merrill Lynch and Greenwich Estates LLC. Anthony D'Ascoli holds a 2007 - 2007 The Wharton School. With a robust skill set that includes Financial Services, Estate Investment Strategies, 401(k) Rollovers, Relationship Management, Retirement and more. Anthony D'Ascoli has 2 emails and 2 mobile phone numbers on RocketReach.
Looking for a different Anthony D'Ascoli?
Find contact details for 700 million professionals.
Others Named Anthony D'Ascoli
Top Oppenheimer & Co. Inc. Employees
Eric Nortman
Managing Director, Head of Debt Private Placements
New York, NY, US
Harvey Potter
Managing Director
New York, NY, US
Jeff Jones
Managing Director - Senior Analyst
New York, NY, US
Timothy Horan
Managing Director, Senior Analyst
New York, NY, US
Wallace Davis
Managing Director - Investments
New York, NY, US
Peter Cadaret
President, Oppenheimer Asset Management
New York, NY, US
Farhod Inogambaev
Managing Director Debt Capital Markets
New York, NY, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co