Richard Lopresti Email & Phone Number

Independent Fee Only Certified Financial Planner ™ @ Milestone Asset Management Group (Past)

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Richard Lopresti's Location

Milford, CT, US

Richard Lopresti's Work

Independent Fee Only Certified Financial Planner ™ @ Milestone Asset Management Group
TLoP Foundation @ TLoP Foundation
Wealth Manager, Associate Director @ BakerAvenue Wealth Management

President and Founder @ RecommendedAdvisor.com | Compliant Social Media Strategies for Financial Profess
Account Director at Engage121 | Social Media Management System (SMMS) @ Engage121
Social Compliance Financial Advisor @ Private Company
Financial Advisor, Wealth Manager @ Charles Schwab
Financial Account Executive - High Net-Worth @ Fidelity Investments
Financial Specialist @ Wachovia Bank
Relationship Manager @ Etrade Bank Inc

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Richard Lopresti's Education

Pace University - Lubin School of Business
Bachelor of Business Administration (Finance)
1996 - 2000
American InterContinental University
Masters Business Management (Business Management)
2004 - 2005

Richard Lopresti's Skills

Leadership
Financial Advisory
Sales Process

Social Media
Banking
Qualifying Prospects
Executive Management
Insurance
Tactical Management
Retirement Planning

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Richard Lopresti's Summary

Richard LoPresti, based in Milford, CT, US, is currently a Independent Fee Only Certified Financial Planner ™ at Milestone Asset Management Group, bringing experience from previous roles at TLoP Foundation, BakerAvenue Asset Management, RecommendedAdvisor.com | Compliant Social Media Strategies for Financial Profess and Engage121. Richard LoPresti holds a 1996 - 2000 Bachelor of Business Administration in Finance @ Pace University - Lubin School of Business. With a robust skill set that includes Leadership, Financial Advisory, Sales Process, Social Media, Banking and more, Richard LoPresti contributes valuable insights to the industry. Richard LoPresti has 9 emails and 1 mobile phone number on RocketReach.