Anthony Nardi Email & Phone Number
Private Wealth Manager @ Kingswood U.S.
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Anthony Nardi Location
- New York, NY, US
Anthony Nardi Work
- Private Wealth Manager @ (October 2021 - Present)
- Private Wealth Manager @ Benchmark Investments, Inc. (October 2021 - July 2023)
- Private Wealth Manager @ (September 2019 - October 2021)
- Private Client Advisor @ (December 2018 - September 2019)
- Financial Advisor @ (January 2018 - December 2018)
- Private Client Banker @ (December 2015 - January 2018)
- Banker @ (January 2015 - December 2015)
- Financial Consultant @ (April 2014 - February 2015)
- Associate Consultant @ (March 2013 - April 2014)
Anthony Nardi Education
- College for Financial Planning
CFP® Education Program (Financial Planning and Services)
2018-2019 - Yale School of Management
- Saint Thomas Aquinas College
Bachelor of Science - BS (Finance)
Anthony Nardi Skills
- Certified Financial Planner
- Capital Markets
- Financial Modeling
- Financial Risk Management
- Trading
- Financial Markets
- Personal Finance
- High Net Worth Individuals
- Financial Analysis
- Mergers & Acquisitions (M&A)
- Succession Planning
- 401(k) Retirement Savings Plans
- Investment Strategies
- Financial Planning
- Portfolio Management
- Fixed Annuities
- Wealth Management
- Estate Planning
- Asset Allocation
- Banking
- Finance
- Investments
- Risk Assessment
- Market Risk
- Strategic Planning
- Private Banking
- Customer Relationship Management (CRM)
- Working with Investors
- Uniform Combined State Law
- Family Office
- Banking Relationships
- Structured Notes
- Financial Services
- Investment Advisory
- Securities Based Lending
- Variable Annuities
- Options Strategies
- Financial Advisory
- Retirement Planning
- Insurance
- Life Insurance
- Mutual Funds
- Business Relationship Management
- Asset Management
- Investment Advisory Services
- Personal Financial Planning
- Business Intelligence (BI)
- Bloomberg Terminal
- 401k Rollovers
- Hold Series 7
Anthony Nardi Summary
- Anthony Nardi, based in New York, NY, US, is currently a Private Wealth Manager at Kingswood U.S.. Anthony Nardi brings experience from previous roles at Benchmark Investments, Inc., LPL Financial and J.P. Morgan. Anthony Nardi holds a 2018 - 2019 CFP® Education Program in Financial Planning and Services @ College for Financial Planning. With a robust skill set that includes Certified Financial Planner, Capital Markets, Financial Modeling, Financial Risk Management, Trading and more. Anthony Nardi has 2 emails and 2 mobile phone numbers on RocketReach.
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