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John Cerilli Location
Providence, RI, US
John Cerilli Work
VP - Financial Consultant @ (May 2026 - Present)
Associate Financial Advisor @ (February 2024 - October 2025)
LPL Financial Advisor @ (September 2019 - February 2024)
Financial Advisor @ (June 2018 - September 2019)
Vice President - Financial Consultant @
Anti-Money Laundering Investigator - Global Compliance Operations @ (September 2016 - August 2017)
John Cerilli Education
Gettysburg College
Bachelor's Degree (Economics)
2010-2014
John Cerilli Skills
Microsoft Office
Financial Modeling
Data Analysis
Hold Series 7
PowerPoint
Microsoft Excel
Accounting
Corporate Finance
Security Analysis
Financial Services
John Cerilli Summary
John Cerilli, based in Providence, RI, US, is currently a VP - Financial Consultant at Charles Schwab. John Cerilli brings experience from previous roles at Diversified Resources, LLC, Sardelli & Hutchinson Wealth Management, Merrill Lynch Wealth Management and Charles Schwab. John Cerilli holds a 2010 - 2014 Bachelor's Degree in Economics @ Gettysburg College. With a robust skill set that includes Microsoft Office, Financial Modeling, Data Analysis, Hold Series 7, PowerPoint and more. John Cerilli has 1 emails and 1 mobile phone numbers on RocketReach.
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