Anthony Lombardo's Location
Winter Park, Florida, United States
Anthony Lombardo's Work
- Portfolio Strategist and Investment Consultant @ Winter Park Wealth Group
- Wealth Manager and Operations Manager @ Winter Park Wealth Group
- Director of Financial Planning @ Northwestern Mutual
- Assistant Director of Compliance and Investment Operations Manager @ Northwestern Mutual
- RIA Relationship Manager @ Charles Schwab
- Equity Trade Support Specialist @ Pershing, a BNY Mellon company
- Intern @ New York Fitness
Anthony Lombardo's Education
- Rollins College
Bachelors (Organizational Communication/Business Administration)
2009 - 2010 - CFA Institute
Anthony Lombardo's Skills
- Leadership Development
- Conflict Resolution
- Team Building
- Investments
- Equities
- Trading
Anthony Lombardo's Summary
Anthony Lombardo, based in Winter Park, Florida, United States, is currently a Portfolio Strategist and Investment Consultant at Winter Park Wealth Group | RJFS, bringing experience from previous roles at Winter Park Wealth Group | RJFS, Northwestern Mutual and Charles Schwab. Anthony Lombardo holds a 2009 - 2010 Bachelors in Organizational Communication/Business Administration @ Rollins College. With a robust skill set that includes Leadership Development, Conflict Resolution, Team Building, Investments, Equities and more, Anthony Lombardo contributes valuable insights to the industry. Anthony Lombardo has 2 emails on RocketReach.
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Top Winter Park Wealth Group Employees
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Michael Hlavek
Branch Manager, Financial Advisor, RJFS; Director at Winter Park Wealth Group
Winter Park, FL, US25+ -
ViewBen Weiner
Director, Winter Park Wealth Group at Winter Park Wealth Group
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ViewAnthony Lombardo
Portfolio Strategist and Investment Consultant at Winter Park Wealth Group
Winter Park, Florida, United States2
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