Wealth Relationship Manager @ (September 2022 - September 2024)
AVP, Financial Advisor @ (January 2021 - August 2022)
Wealth Management Specialist @ (January 2019 - January 2021)
Financial Services Representative II @ (October 2017 - January 2019)
Financial Services Representative @ (September 2016 - October 2017)
Bank Teller @ (June 2015 - September 2016)
Anthony Whaley Education
Georgian Court University
Master’s Degree (Business Administration)
2015-2016
Kean University
Bachelor's degree (Finance)
2013-2015
Ocean County College
Associate’s Degree (Liberal Arts)
2011-2013
Anthony Whaley Skills
Leadership
Management
Financial Reporting
Risk Management
Retail Banking
Budgets
Communication
Customer Service
Financial Services
Sales
Anthony Whaley Summary
Anthony Whaley, based in New York, NY, US, is currently a Virtual Private Banker at Morgan Stanley. Anthony Whaley brings experience from previous roles at Citi, TD PRIVATE CLIENT WEALTH LLC and TD. Anthony Whaley holds a 2015 - 2016 Master’s Degree in Business Administration @ Georgian Court University. With a robust skill set that includes Leadership, Management, Financial Reporting, Risk Management, Retail Banking and more. Anthony Whaley has 3 emails and 1 mobile phone numbers on RocketReach.
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