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Bob Lancellotti Location
United States
Bob Lancellotti Work
Accountant III @ (November 2021 - Present)
Senior Financial Analyst @ (November 2019 - January 2021)
Senior Associate @ (August 2017 - November 2019)
Settlement Specialist and Retirement Specialist @ (August 2012 - July 2017)
Retirement Consultant @ (September 2008 - September 2012)
Bob Lancellotti Education
Widener University
Business (Finance)
1999-2003
Widener University
(Taxation/MBA)
2016
Bob Lancellotti Skills
Financial Services
Investments
Retirement Planning
Mutual Funds
401k
Equities
Asset Allocation
Securities
Asset Management
Fixed Income
Series 6
Series 63
Bloomberg
Analysis
Wealth Management
Retirement
Finance
Middle Office
Bob Lancellotti Summary
Bob Lancellotti, based in United States, is currently a Accountant III at New Castle County (DE) Government. Bob Lancellotti brings experience from previous roles at Sallie Mae, State Street, JPMorgan Chase & Co. and Lincoln Financial Advisors. Bob Lancellotti holds a 1999 - 2003 Business in Finance @ Widener University. With a robust skill set that includes Financial Services, Investments, Retirement Planning, Mutual Funds, 401k and more. Bob Lancellotti has 1 emails on RocketReach.
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