Robert Alimena Email & Phone Number
Partner, Private Wealth Advisor @ Procyon Partners
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Robert Alimena Location
- Melville, NY, US
Robert Alimena Work
- 2022 -now Partner, Private Wealth Advisor @
- 2012 -2022 Financial Advisor @
- 2011 -2012 Wealth Manager @
- 2010 -2011 Senior Financial Planner @
- 2006 -2010 Wealth Manager @
- 2005 -2006 Personal Banker @
Robert Alimena Education
- Rochester Institute of Technology 2006-2009
- SUNY Geneseo 2001-2005
- Sayville High School 1997-2001
Robert Alimena Skills
- Account Management
- Financial Statement Analysis
- Personal Financial Planning
- Certified Financial Planner
- Team Management
- Management
- Retail Banking
- Portfolio Management
- Multi Generational Wealth Transfer
- Manage Client Relationships
- Report Writing
- Going the Extra Mile
- Wealth Preservation Planning
- Loans
- Strategic Planning
- Tax Planning
- Business Development
- Financial Analysis
- Cfp Board Exam Writing Subject Matter Expert
- Customer Service
- Economics
- Marketing Communications
- MBA
- Estate Planning
- Estate Tax Planning
- Investment Research
- High Net Worth Individuals
- Investment Management
Robert Alimena Summary
- Robert Alimena, based in Melville, NY, US, is currently a Partner, Private Wealth Advisor at Procyon. Robert Alimena brings experience from previous roles at Beaumont Financial Partners, LLC, USAA, R.A. Hall & CO. LLC and Manning & Napier. Robert Alimena holds a 2006 - 2009 Rochester Institute of Technology. With a robust skill set that includes Account Management, Financial Statement Analysis, Personal Financial Planning, Certified Financial Planner, Team Management and more. Robert Alimena has 1 emails and 1 mobile phone numbers on RocketReach.
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