Victor Alfieri Email & Phone Number
Compliance Specialist @ Private Advisor Group
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Victor Alfieri Location
- Simpsonville, SC, US
Victor Alfieri Work
- 2022 -now Compliance Specialist @
- 2021 -2022 Legal Marketing Review Analyst @
- 2016 -2020 Sr. Analyst - Compliance, Legal and Risk Division @
- 2014 -2015 Compliance Manager - Centralized Supervision Unit @
- 2013 -2014 Compliance Manager, Home Office Supervision - Institutional Services @
- 2009 -2013 Director of Account Management @ FinTrust Capital Advisors, LLC
- 2008 -2009 Financial Advisor @
- 2006 -2008 Financial Advisor @
- 2004 -2005 Annuity Operations Manager @
- 1998 -2004 Senior Brokerage Financial Specialist @
Victor Alfieri Education
- Stony Brook University 1994-1997
- Suffolk County Community College 1992-1994
Victor Alfieri Skills
- Investments
- Institutional trading
- Compliance
- Financial Analysis
- Portfolio Management
- Investment Advisory
- Mergers & Acquisitions
- Underwriting
- Financial Markets
- FINRA
- Account Management
- Strategic Financial Planning
- Due Diligence
- Asset Allocation
- Microsoft Excel
- Trading
- Recruiting
- Fixed Annuities
- Policy
- Securities
- Budgets
- Training
- Strategy
- Credit
- Customer Service
- Investment Strategies
- Asset Management
- Risk Management
- Invoicing
- Relationship Management
- 401k
- Call Centers
- Analysis
- Retirement
- Fixed Income
- Hedge Funds
- Accounting
- Retirement Planning
- Financial Services
- Series 6
- Executive Management
- Cross-functional Team Leadership
- Mutual Funds
- Series 7
- Wealth Management
- CRM
- Banking
- Financial Advisory
- Finance
- Equities
- Cross Functional Team Leadership
- Mergers and Acquisitions
Victor Alfieri Summary
- Victor Alfieri, based in Simpsonville, SC, US, is currently a Compliance Specialist at Private Advisor Group. Victor Alfieri brings experience from previous roles at SEI and LPL Financial. Victor Alfieri holds a 1994 - 1997 Stony Brook University. With a robust skill set that includes Investments, Institutional trading, Compliance, Financial Analysis, Portfolio Management and more. Victor Alfieri has 2 emails and 1 mobile phone numbers on RocketReach.
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