Anthony Ursetti Email & Phone Number
Senior Wealth Advisor @ Annex Wealth Management
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Anthony Ursetti Location
- Madison, WI, US
Anthony Ursetti Work
- Senior Wealth Advisor @ (September 2026 - Present)
- Vice President | Private Wealth Advisor @ (December 2018 - September 2026)
- Vice President | Wealth Advisor @ U.S. Bancorp Investments, Inc. (December 2012 - December 2018)
Anthony Ursetti Education
- University of Washington
Bachelor of Business Administration (BBA) ( Business Administration and Management, General)
2000-2003
Anthony Ursetti Skills
- Finance
- Securities
- Long-term Care
- Leveraged Finance
- Investment Strategies
- Business Relationship Management
- Long Term Care Insurance
- Financial Markets
- Life Insurance
- Retirement Planning
- Data Analysis
- Analytical Skills
- Business Analysis
- Account Management
- Portfolio Management
- Investment Banking
- Investments
- Wealth Management
- Private Banking
- Investment Management
- Investment Advisory
- Financial Advisory
- Mutual Funds
- Equities
- Asset Allocation
- Estate Planning
- Financial Analysis
- Financial Planning
- Business Development
- Financial Modeling
- Family Wealth Management
- Personal Financial Planning
- Private Wealth Management
- Series 6
- Series 63
- Annuity Sales
- Retail Banking
- Small Business Lending
- Bank Relationship Management
- Trust Management
- Loans
- Credit
- Banking
- Commercial Banking
- Consumer Lending
- Commercial Lending
- Management
- Credit Analysis
- Sales
- Mortgage Lending
- Risk Management
- Loan Origination
- Strategic Planning
- Marketing
- Sales Management
- Team Building
- New Business Development
- Marketing Strategy
- Relationship Management
- Public Speaking
- Microsoft Office
- Microsoft Excel
- Customer Service
- Leadership
Anthony Ursetti Summary
- Anthony Ursetti, based in Madison, WI, US, is currently a Senior Wealth Advisor at Annex Wealth Management. Anthony Ursetti brings experience from previous roles at First Business Bank and U.S. Bancorp Investments, Inc.. Anthony Ursetti holds a 2000 - 2003 Bachelor of Business Administration (BBA) in Business Administration and Management, General @ University of Washington. With a robust skill set that includes Finance, Securities, Long-term Care, Leveraged Finance, Investment Strategies and more. Anthony Ursetti has 2 emails and 1 mobile phone numbers on RocketReach.
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