Marilyn Napoli's Location
New York, New York, United States
Marilyn Napoli's Work
- Director, Wealth Management @ Bronfman E.L. Rothschild
- Partner @ Cantor Fitzgerald
- Wealth Advisor @ Neuberger Berman
- Client Relationship Officer @ U.S. Trust
- Director of Major Gifts @ NYU Stern School of Business
Marilyn Napoli's Education
- School of Continuing and Professional Studies, NYU
Certified Financial Planner ( Financial Planning)
1998 - 2001 - Sophie Newcomb College, Tulane University
Bachelor of Arts (B.A.) ( Honors in French)
1982 - 1985
Marilyn Napoli's Skills
- Wealth Management
- Investment Management
- Asset Managment
- Investments
- Strategic Financial Planning
- Series 7
- Estate Planning
- Alternative Investments
- Mutual Funds
- Retirement Planning
Marilyn Napoli's Summary
Marilyn Napoli, based in New York, New York, United States, is currently a Director, Wealth Management at Bronfman e.l. Rothschild, bringing experience from previous roles at Cantor Fitzgerald, Neuberger Berman, u.s. Trust and Nyu Stern School of Business. Marilyn Napoli holds a 1998 - 2001 Certified Financial Planner in Financial Planning @ School of Continuing and Professional Studies, NYU. With a robust skill set that includes Wealth Management, Investment Management, Asset Managment, Investments, Strategic Financial Planning and more, Marilyn Napoli contributes valuable insights to the industry. Marilyn Napoli has 1 email on RocketReach.
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