Anthony Ortale Location
California, United States
Anthony Ortale Work
- 2021 - now Chief Executive Officer @ Insight Wealth Strategies, LLC
- 2018 - 2021 Chief Operating Officer/CCO @ Insight Wealth Strategies, LLC
- 2013 - 2017 Chief Operations Officer @ Castle Rock Wealth Management, LLC
- 2010 - 2011 Sr. Sales Executive - Investment Services @ Fiserv
- 2009 - 2010 VP, Hybrid Platform @ First Allied Securities, Inc.
- 1998 - 2008 Sr. Solutions Consultant @ TD Ameritrade
Anthony Ortale Education
- Arizona State University
Bachelor Of Science (Political Science)
- Iowa
(Finance)
Anthony Ortale Skills
- Financial Services
- Portfolio Management
- Strategy
- Investments
- Solution Selling
- Account Management
- Asset Allocation
- Financial Advisory
- Risk Management
- Wealth Management
Anthony Ortale Summary
Anthony Ortale, based in California, United States, is currently a Chief Executive Officer at Insight Wealth Strategies. Anthony Ortale brings experience from previous roles at Insight Wealth Strategies, Castle Rock Wealth Management, Fiserv and First Allied Securities, Inc.. Anthony Ortale holds a Bachelor Of Science in Political Science @ Arizona State University. With a robust skill set that includes Financial Services, Portfolio Management, Strategy, Investments, Solution Selling and more. Anthony Ortale has 5 emails and 8 mobile phone numbers on RocketReach.
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