Anthony Valente's Location
New York, NY, US
Anthony Valente's Work
- VP and Solutions @ intelliflo
- Senior Vice President Business Development @ intelliflo
- Senior Vice President @ Portfolio Pathway
- Vice President of Business Development @ Portfolio Pathway
- AVP - Customer Training Manager @ Pershing, a BNY Mellon company
- Money Manager Services Client Service Associate @ Merrill Lynch
- Priority One Client Support @ Merrill Lynch
Anthony Valente's Education
- The College of New Jersey
BSBA (Information Systems Management)
1998 - 2002
Anthony Valente's Skills
- New Business Development
- Business Relationship Management
- Software Project Management
- Series 7
- Wealth Management
- Investment Advisory
- Portfolio Management
- Securities
- Series 24
- Investment Management
Anthony Valente's Summary
Anthony Valente, based in New York, NY, US, is currently a VP and Solutions at intelliflo, bringing 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 contributes valuable insights to the industry. Anthony Valente has 2 emails and 1 mobile phone number on RocketReach.
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