Anthony Ortale Email & Phone Number
Chief Executive Officer @ Insight Wealth Strategies, LLC
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Anthony Ortale Location
- California, United States
Anthony Ortale Work
- Chief Executive Officer @ (November 2021 - Present)
- Chief Operating Officer/CCO @ (July 2018 - November 2021)
- Chief Operations Officer @ (April 2013 - February 2017)
- Sr. Sales Executive - Investment Services @ (July 2010 - December 2011)
- VP, Hybrid Platform @ (June 2009 - July 2010)
- Sr. Solutions Consultant @ (October 1998 - March 2008)
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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Anthony Ortale
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