Francesca Lanza Email
Associate Portfolio Manager @ Winthrop Wealth
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Francesca Lanza Location
- Boston, MA, US
Francesca Lanza Work
- Associate Portfolio Manager @ (October 2022 - Present)
- Wealth Strategies Group Analyst @ (April 2022 - September 2022)
- Mutual Fund Services Representative @ (June 2021 - April 2022)
- Wealth Strategies Group Intern @ (June 2020 - August 2020)
Francesca Lanza Education
- Isenberg School of Management, UMass Amherst 2017-2021
- University of Massachusetts Amherst 2017-2021
- Bishop Fenwick High School 2013-2017
Francesca Lanza Skills
- Strategic Consulting
- Financial Services
- Customer Service
- Teamwork
- Time Management
- Analytical Skills
- Research
- Data Analysis
- Microsoft Excel
- Multitasking
- Communication
- Driven
- Adaptation
- Detail Oriented
- Friendly
- Financial Modeling
- Financial Reporting
- Easily Adaptable
- Creativity Skills
- Organization Skills
- Customer Interaction
- Negotiation
- Interpersonal Communication
- Problem Solving
- Personal Branding
- Mindfulness
- Social Inclusion
Francesca Lanza Summary
- Francesca Lanza, based in Boston, MA, US, is currently a Associate Portfolio Manager at Winthrop Wealth. Francesca Lanza brings experience from previous roles at Eaton Vance. Francesca Lanza holds a 2017 - 2021 Isenberg School of Management, UMass Amherst. With a robust skill set that includes Strategic Consulting, Financial Services, Customer Service, Teamwork, Time Management and more. Francesca Lanza has 1 emails on RocketReach.
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Top Winthrop Wealth Employees
Bobby Abendroth
Wealth Advisor
Boston, MA, US
Andrew Murphy
Co-Chief Investment Officer
Boston, MA, US
Alan Slaughter
Director of Operations and Client Service
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Mark Winthrop
President, Founding Partner, Wealth Advisor
Massachusetts, United States
Richard st. Onge
Chief Compliance Officer, Wealth Advisor
Boston, MA, US
Max Winthrop
Chief Executive Officer
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Robert Zola
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Daniel Castle
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Jonathan Hunter
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Patrick Ryan
Operations Associate II
Beverly, MA, US
Cavan Lamontagne
Senior Client Service Associate
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Scott Cohen
Wealth Advisor
Framingham, MA, US
Joseph Anastasi
Investment Operations Analyst
Needham, MA, US
Sean Winthrop
Client Services Associate
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David Moretsky
Affiliate Partner
Bellevue, WA, US
Tania Tagliavento
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Kellie Dilworth
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