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Anthony Mona Location
Birmingham, MI, US
Anthony Mona Work
President @ (August 2022 - Present)
Senior Vice President - Wealth Management @ (October 2007 - August 2022)
Vice President Investments @ (August 2002 - October 2007)
Vice President @ (January 1996 - August 2002)
Anthony Mona Education
The College for Financial Planning
Chartered Retirement Plans Specialist
2017-2018
Wayne State University
Finance
Anthony Mona Skills
Business Development
Wealth Management
Financial Modeling
Management
Commercial Lending
Real Estate Economics
Disposition
Location Intelligence
Commercial Mortgages
Anthony Mona Summary
Anthony Mona, based in Birmingham, MI, US, is currently a President at Spartan Wealth Management . Anthony Mona brings experience from previous roles at UBS Financial Services Inc and Morgan Stanley. Anthony Mona holds a 2017 - 2018 Chartered Retirement Plans Specialist @ The College for Financial Planning. With a robust skill set that includes Business Development, Wealth Management, Financial Modeling, Management, Commercial Lending and more. Anthony Mona has 2 emails and 2 mobile phone numbers on RocketReach.
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