Tony Montanari's Location
Charlotte, NC, US
Tony Montanari's Work
- Vice President, Business Development @ Prospera Financial
- Director of Business Development @ Capital Guardian LLC
- Second Vice President @ Morgan Stanley
- Founder and Financial Advisor @ ACM Wealth Management
- Financial Advisor @ Wells Fargo
Tony Montanari's Education
- University of North Carolina at Chapel Hill1996 - 1998
- Hobart and William Smith Colleges1994 - 1996
Tony Montanari's Skills
- Alternative Investments
- Strategic Financial Planning
- FINRA
- Business Development
- Recruiting
- Wealth Management
- Retirement Planning
- Investment Advisory
- Asset Allocation
- Mutual Funds
Tony Montanari's Summary
Tony Montanari, based in Charlotte, NC, US, is currently a Vice President, Business Development at Prospera Financial, bringing experience from previous roles at Capital Guardian LLC, Morgan Stanley, Acm Wealth Management and Wells Fargo. Tony Montanari holds a 1996 - 1998 University of North Carolina at Chapel Hill. With a robust skill set that includes Alternative Investments, Strategic Financial Planning, FINRA, Business Development, Recruiting and more, Tony Montanari contributes valuable insights to the industry. Tony Montanari has 5 emails and 1 mobile phone number on RocketReach.
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