Anthony Minero Email & Phone Number
Chief Operating Officer (COO) and Financial Advisor @ Kairos Wealth Partners, A private wealth advisory practice of Ameriprise Financial Services, LLC
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Anthony Minero Location
- Agoura Hills, CA, US
Anthony Minero Work
- 2025 -now Chief Operating Officer (COO) and Financial Advisor @
- 2023 -2025 Financial Advisor, Investment Manager @
- 2021 -2023 Director and LPL Financial Advisor @
- 2016 -2021 SVP Strategy and Business Development @
- 2013 -2015 VP Finance and Operations @
- 2011 -2013 AVP, Senior Business Control Specialist - Strategic Solutions @
- 2004 -2011 Supervisor of Risk Training @
Anthony Minero Education
- Pepperdine Graziadio Business School
Master of Business Administration - MBA (Finance)
2010-2012
Anthony Minero Skills
- Leadership
- Auditing
- E Commerce
- Team Building
- Banking
- Corporate Finance
- Insurance
- Valuation
- Sales
- Start Ups
- Mortgage Banking
- Financial Modeling
- Data Analysis
- Forecasting
- Financial Risk
- Business Analysis
- Business Development
- Mortgage Lending
- Competitive Analysis
- Finance
- Process Improvement
- Strategic Planning
- Strategy
- Financial Services
- Operations
- Management Consulting
- Business Planning
- Microsoft Office
- Entrepreneurship
- Risk Management
- New Business Development
- Cross Functional Team Leadership
- Change Management
- Training
- Financial Analysis
- Project Planning
- MBA
- Business Process Improvement
- Budgets
- Business Strategy
- Management
- Financial Reporting
- Project Management
- Due Diligence
- Mergers and Acquisitions
- Loans
- CRM
- Analysis
- Analytical Skills
- Financial Planning
- Analytics
Anthony Minero Summary
- Anthony Minero, based in Agoura Hills, CA, US, is currently a Chief Operating Officer (COO) and Financial Advisor at Kairos Wealth Partners, A private wealth advisory practice of Ameriprise Financi. Anthony Minero brings experience from previous roles at Kairos Wealth Partners, A private wealth advisory practice of Ameriprise Financi, LPL Financial, Stearns Lending, Inc and Stearns Lending (NMLS #1854). Anthony Minero holds a 2010 - 2012 Master of Business Administration - MBA in Finance @ Pepperdine Graziadio Business School. With a robust skill set that includes Leadership, Auditing, E Commerce, Team Building, Banking and more. Anthony Minero has 1 emails and 5 mobile phone numbers on RocketReach.
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