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David Lanzillo Location
Boston, MA, US
David Lanzillo Work
2017 -now Vice President, Wealth Advisor @
2017 -now Vice President-Wealth Advisor @
2013 -now Associate Financial Advisor @
2012 -2013 Financial Advisor @
2007 -2011 Senior Internal Wholesaler @
1996 -2007 Investment Consultant @
David Lanzillo Education
Bentley College
Bachelor's degree (Lacrosse)
1992-1996
Wilmington High School
David Lanzillo Skills
Microsoft Word
Investments
Microsoft Excel
Marketing
Strategy
Wealth Management
Separately Managed Accounts
Mutual Funds
Retirement
Wealth Management Services
David Lanzillo Summary
David Lanzillo, based in Boston, MA, US, is currently a Vice President, Wealth Advisor at Robbins Farley, LLC. David Lanzillo brings experience from previous roles at Robbins Farley, LLC, Edward Jones and John Hancock Financial Services. David Lanzillo holds a 1992 - 1996 Bachelor's degree in Lacrosse @ Bentley College. With a robust skill set that includes Microsoft Word, Investments, Microsoft Excel, Marketing, Strategy and more. David Lanzillo has 1 emails and 1 mobile phone numbers on RocketReach.
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