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Anthony Valente Location
New York, NY, US
Anthony Valente Work
VP and Senior Solutions Engineer @ (January 2023 - Present)
Senior Vice President Business Development @ (March 2021 - February 2023)
Senior Vice President @ Portfolio Pathway (January 2018 - March 2021)
Vice President of Business Development @ Portfolio Pathway (June 2008 - January 2018)
AVP - Customer Training Manager @ (March 2005 - June 2008)
Money Manager Services Client Service Associate @ (January 2004 - March 2005)
Priority One Client Support @ (January 2002 - January 2004)
Anthony Valente Education
The College of New Jersey
BSBA (Information Systems Management)
1998-2002
Anthony Valente Skills
Asset Management
Business Development
Business Process Improvement
Business Relationship Management
Consulting
Financial Advisory
Financial Services
Financial Technology
Investment Advisory
Investment Management
Investments
Management
Mutual Funds
New Business Development
Portfolio Management
Presentation Skills
Product Demonstration
Relationship Management
Sales Presentations
Securities
Series 24
Series 63
Series 7
Software Project Management
Solution Selling
Technical Demonstrations
Trading
Vendor Management
Wealth Management
Services
Research
Microsoft Excel
Strategy
Public Speaking
Strategic Planning
Learning and Development
Development
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 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 Asset Management, Business Development, Business Process Improvement, Business Relationship Management, Consulting and more. Anthony Valente has 2 emails and 3 mobile phone numbers on RocketReach.
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