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Anthony Valente Location
New York, NY, US
Anthony Valente Work
2023 -now VP and Senior Solutions Engineer @
2021 -2023 Senior Vice President Business Development @
2018 -2021 Senior Vice President @ Portfolio Pathway
2008 -2018 Vice President of Business Development @ Portfolio Pathway LLC
2005 -2008 AVP - Customer Training Manager @
2004 -2005 Money Manager Services Client Service Associate @
2002 -2004 Priority One Client Support @
Anthony Valente Education
The College of New Jersey
BSBA (Information Systems Management)
1998-2002
Anthony Valente Skills
New Business Development
Business Relationship Management
Software Project Management
Series 7
Wealth Management
Investment Advisory
Portfolio Management
Securities
Series 24
Investment Management
Series 63
Financial Services
Relationship Management
Vendor Management
Business Development
Business Process Improvement
Services
Research
Microsoft Excel
Strategy
Public Speaking
Strategic Planning
Learning and Development
Development
Financial Advisory
Investments
Financial Technology
Mutual Funds
Asset Management
Management
Trading
Anthony Valente Summary
Anthony Valente, based in New York, NY, US, is currently a VP and Senior Solutions Engineer at RedBlack Software. Anthony Valente brings experience from previous roles at intelliflo, Portfolio Pathway, Portfolio Pathway LLC and Pershing. Anthony Valente holds a 1998 - 2002 BSBA in Information Systems Management @ The College of New Jersey. With a robust skill set that includes New Business Development, Business Relationship Management, Software Project Management, Series 7, Wealth Management and more. Anthony Valente has 2 emails and 3 mobile phone numbers on RocketReach.
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