Anthony Ortale Email & Phone Number
Chief Executive Officer @ Insight Wealth Strategies, LLC
5 free lookup(s).
Anthony Ortale Location
- California, United States
Anthony Ortale Work
- 2021 - now Chief Executive Officer @
- 2018 - 2021 Chief Operating Officer/CCO @
- 2013 - 2017 Chief Operations Officer @
- 2010 - 2011 Sr. Sales Executive - Investment Services @
- 2009 - 2010 VP, Hybrid Platform @
- 1998 - 2008 Sr. Solutions Consultant @
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
- Asset Management
- Mutual Funds
- Securities
- Business Development
- Investment Advisory
- Financial Planning
- Retirement Planning
- Consulting
- Management
- Executive Management
- Relationship 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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Others Named Anthony Ortale
Tony Ortale
Information System Administrator
Cedar Rapids, IA, US
Top Insight Wealth Strategies, LLC Employees
Thomas Field
Director of Client Services
San Mateo, CA, US
Raiya Jamil
Lead Planning Assistant
San Jose, CA, US
Andre Paiva
Associate Advisor
San Ramon, CA, US
David Thailing
Private Wealth Advisor
Houston, TX, US
Ron Balog
Financial Advisor
Cranberry Township, PA, US
Anthony Ortale
Chief Executive Officer
California, United States
Camille Mobley
Chief Operating Officer
California, United States
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