Anthony Estrada Email & Phone Number
Junior Financial Planner @ Edelman Financial Engines
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Anthony Estrada Location
- New York, NY, US
Anthony Estrada Work
- 2025 -now Junior Financial Planner @
- 2021 -2025 Financial Planning Analyst @
- 2016 -2021 Client Services Associate @
- 2014 -2016 Mutual Fund Operations Associate @
Anthony Estrada Education
- Georgetown University School of Continuing Studies
Financial Planning (Financial Planning)
2017-2018 - The University of New Mexico
Bachelor of Business Administration (BBA) (Finance)
2012-2013 - Southwestern University of Finance and Economics
Business and Culture (Business and Culture)
2012-2012 - PennWest Edinboro 2006-2008
Anthony Estrada Skills
- Client Relations
- Collaborative Solutions
- Microsoft Excel
- Microsoft Access
- Office Administration
- Professional Ethics
- Investment Strategies
- Financial Statement Analysis
- Healthcare Industry
- Case Analysis
- Dedicated Professional
- Group Development
- Business Decision Making
- Creative Problem Solving
- Asian Studies
Anthony Estrada Summary
- Anthony Estrada, based in New York, NY, US, is currently a Junior Financial Planner at Edelman Financial Engines. Anthony Estrada brings experience from previous roles at Edelman Financial Engines and Thornburg Investment Management. Anthony Estrada holds a 2017 - 2018 Financial Planning in Financial Planning @ Georgetown University School of Continuing Studies. With a robust skill set that includes Client Relations, Collaborative Solutions, Microsoft Excel, Microsoft Access, Office Administration and more. Anthony Estrada has 3 emails and 1 mobile phone numbers on RocketReach.
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