Robert Conzo Email & Phone Number
CEO and Managing Director @ The Wealth Alliance
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Robert Conzo Location
- Melville, NY, US
Robert Conzo Work
- 2019 -now CEO and Managing Director @
- 2008 -2019 Executive Director @ Morgan Stanley
- 2000 -2008 Financial Advisor @
- 1990 -1999 CPA @ KPMG and BDO
Robert Conzo Education
- SUNY Farmingdale
AS (Engineering & Accounting)
- Dowling College
BBA (Accounting)
Robert Conzo Skills
- Certified Financial Planner
- Management
- Business Analysis
- Customer Service
- Strategic Planning
- Strategy
- Investments
- Financial Planning
- Series 7
- Securities
Robert Conzo Summary
- Robert Conzo, based in Melville, NY, US, is currently a CEO and Managing Director at The Wealth Alliance. Robert Conzo brings experience from previous roles at Morgan Stanley, UBS and KPMG and BDO. Robert Conzo holds a AS in Engineering & Accounting @ SUNY Farmingdale. With a robust skill set that includes Certified Financial Planner, Management, Business Analysis, Customer Service, Strategic Planning and more. Robert Conzo has 2 emails and 2 mobile phone numbers on RocketReach.
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Robert Conzo
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