David Valenti Email & Phone Number
Managing Director @ Virtue Asset Management
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David Valenti Location
- Chicago, IL, US
David Valenti Work
- 2020 -now Managing Director @
- 1990 -2020 Senior Vice President Portfolio Manager @
- 1990 -2007 Senior Vice President @ LaSalle Bank/ ABN Amro
- 1983 -1990 Tax Manager @ Arthur Andersen & Co
David Valenti Education
- National Graduate Trust School, Evanston, IL 1995-1996
- University of Notre Dame Law School
JD/MBA (Joint )
1979-1983 - University of Notre Dame - Mendoza College of Business
MBA/JD (Joint JD/MBA)
1979-1983 - Northwestern University
BA (Economics)
1975-1979
David Valenti Skills
- Portfolio Management
- Private Wealth Management
- Asset Allocation
- Wealth Management
- Wealth Transfer
- Wealth Preservation Strategies
- Estate Tax Planning
- Wealth Management Services
- Investment Advisory
- Investment Management
- Wealth
- High Net Worth Individuals
- Trust Services
- Series 7
- Investment Strategies
- Strategic Financial Planning
- Alternative Investments
- Estate Planning
- Investments
- Asset Management
- Financial Planning
- Sales
- Customer Service
- Financial Analysis
- High Net Worth
- Private Wealth
- Wealth Preservation
- Strategic Financial
David Valenti Summary
- David Valenti, based in Chicago, IL, US, is currently a Managing Director at Virtue Asset Management. David Valenti brings experience from previous roles at Bank of America Private Bank, LaSalle Bank/ ABN Amro and Arthur Andersen & Co. David Valenti holds a 1995 - 1996 National Graduate Trust School, Evanston, IL. With a robust skill set that includes Portfolio Management, Private Wealth Management, Asset Allocation, Wealth Management, Wealth Transfer and more. David Valenti has 1 emails and 2 mobile phone numbers on RocketReach.
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