Anthony Miranda Email & Phone Number
Resident Director - Wealth Management Advisor, Senior Vice President @ Merrill Lynch
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Anthony Miranda Location
- Buffalo, NY, US
Anthony Miranda Work
- Resident Director - Wealth Management Advisor, Senior Vice President @ (June 2003 - Present)
- Equity Derivatives Analyst @ Merrill Lynch (October 2000 - June 2002)
- Vice President @ Merrill Lynch (September 1997 - October 2000)
- Certified Public Accountant @ M.R. Weiser & Co. (November 1993 - September 1997)
Anthony Miranda Education
- State University of New York at Albany
Bachelor's Degree
1989-1993
Anthony Miranda Skills
- Business Financial Strategies
- Business Owner Planning
- Business Succession Planning
- Customized Investment Strategies
- Estate and Wealth Structuring
- Executive Compensation Management
- Family Business Management
- Family Financial Advisor
- Family Wealth Management Strategies
- Financial Advising
- Financial Analysis
- Financial Management Strategies
- Generational Wealth Planning
- Goal Based Wealth Management
- Goals Based Analysis for Wealth Management
- Goals Based Asset Management
- Goals Based Planning
- Goals Based investment strategies
- Goals-Based Wealth Planning
- Investment Analysis - Portfolio Construction
- Investment Income Strategies
- Investment Management
- Investment Portfolo Construction
- Investments
- Multi-generational Family Wealth Advising
- Multigenerational Wealth Planning
- Net-Worth Analysis and Wealth Allocation
- Personal Retirement Strategies
- Portfolio Managment
- Portfolio Strategies
- Retirement Analysis
- Retirement Benefits Advisor
- Retirement Income Strategies
- Retirement Plan Analysis for Business Owners
- Retirement Planning
- Retirement Planning - Personal and Institutional
- Retirement Plans for Business
- Risk Analysis
- Risk Management Strategies
- Small Business Retirement Plans
- Small Business Strategies
- Social Security Analysis
- Strategic Planning
- Strategic Wealth Planning
- Wealth Management
- Wealth Management Strategies
- Wealth Management and Investment Planning
- Wealth Strategy for Families who own a Business
- Working with Business Owners
- Workplace retirement plans
Anthony Miranda Summary
- Anthony Miranda, based in Buffalo, NY, US, is currently a Resident Director - Wealth Management Advisor, Senior Vice President at Merrill Lynch Wealth Management. Anthony Miranda brings experience from previous roles at Merrill Lynch and M.R. Weiser & Co.. Anthony Miranda holds a 1989 - 1993 Bachelor's Degree @ State University of New York at Albany. With a robust skill set that includes Business Financial Strategies, Business Owner Planning, Business Succession Planning, Customized Investment Strategies, Estate and Wealth Structuring and more. Anthony Miranda has 2 emails and 2 mobile phone numbers on RocketReach.
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