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Anthony Romano Location
Boca Raton, FL, US
Anthony Romano Work
2021 -now Senior Vice President-Regional Director @
2019 -2021 Managing Regional Director @
2014 -2019 Regional Vice President @
2008 -2014 Relationship Manager @ PNC Bank Private Client Group
2006 -2008 Financial Advisor @
Anthony Romano Education
Florida Atlantic University 2003-2007
Anthony Romano Skills
Wealth Management
Series 7
Strategic Financial Planning
Investments
Portfolio Management
Asset Management
Fixed Annuities
Estate Planning
Financial Planning
Commercial Lending
Wealth
High Net Worth Individuals
Finance
Banking
Credit
Loans
Small Business Lending
Retail Banking
Management
Consumer Lending
Mortgage Lending
Financial Services
Credit Analysis
Wholesale
Anthony Romano Summary
Anthony Romano, based in Boca Raton, FL, US, is currently a Senior Vice President-Regional Director at iCapital. Anthony Romano brings experience from previous roles at Axio Financial LLC, Incapital, PNC Bank Private Client Group and GunnAllen Financial. Anthony Romano holds a 2003 - 2007 Florida Atlantic University. With a robust skill set that includes Wealth Management, Series 7, Strategic Financial Planning, Investments, Portfolio Management and more. Anthony Romano has 2 emails and 3 mobile phone numbers on RocketReach.
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