Anthony Englert Email & Phone Number
Who is Anthony Englert? Overview
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Anthony Englert is listed as Founder | Managing Director at ALFA Advisory, a company with 3 employees, based in Denver, Colorado, United States. AeroLeads shows a matched LinkedIn profile for Anthony Englert.
Anthony Englert previously worked as Managing Director at Alfa Advisory and Wealth Advisor, Head-of-Office, Vice President at Goldman Sachs. Anthony Englert holds B.S. Cum Laude, Finance from Westminster College.
Email format at ALFA Advisory
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About Anthony Englert
With nearly 20 years of experience in the financial industry, I am a seasoned and passionate wealth advisor. I help my entrepreneurial clients make smart decisions about their money, giving them the maximum confidence in achieving their financial goals. ALFA Advisory is a boutique firm that provides customized and holistic financial solutions to successful business owners, driven by our mission that the world needs more change agents with greater resources. I bring diverse perspectives and experiences from my time in my own family's business, Goldman Sachs, American Express, and years of self-study of 100s of books and courses. I am proud of the impact and results I achieve for my clients, and always eager to learn and grow, especially through collaborating with others.
Anthony Englert's current company
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Anthony Englert work experience
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Managing Director
Current
Wealth Advisor, Head-Of-Office, Vice President
Personal Financial Management; Investment Advisory services offered by United Capital Financial Advisers, LLC, a Goldman Sachs Company.- Help families, private business owners and public executives make smart decisions about their money, giving them the maximum confidence in achieving their financial goals- Oversee Denver Tech Center office and team of as.
Private Wealth Management, Advisor, Vice President
Private Wealth Advisor- Work with ultra high-net-worth families, private business owners and public executives to protect and grow their wealth- Served as 1 of 15 advisors collectively managing over $18 billion and advising on over $30 billionMarket Solutions Group Management Team- Work alongside COO of $200 billion multi-asset desk to design bespoke.
Private Wealth Management Operations, Associate
Execution Services Team Manager, Associate- Managed team of 12 supporting booking and reporting of 60,000 trades/day of all security types- Supervised trade support hotline and oversaw trade error correction process- Co-led Dodd-Frank regulatory impact analysis and implementation for all of PWMAlternative Investments Middle Office, Analyst- Supported.
Team Leader, Telephone Service Center
- Managed 14-person team; accountable for performance, career development and staffing- Coached 100+ new-hires through 10-week training program - Participated in analysis of data model beta to forecast bank's commercial paper funding needs- Provided high-touch service to top 5% of client account
Fund Manager, Da Davidson Student Investment Fund
Co-managed a real $50,000 long-only equity portfolio with 11 peers using GARP strategy to finish 2nd out of 20 competing colleges
Co-Director, Opportunity Quest
Worked with Director of Center of Entreprenuership to plan, market, and execute 2nd annual campus-wide business plan competition; involved 100 students across 26 teams competing for $15,000 of prize money and exposure to venture capitals
Office Manager
Performed managerial duties for interior design firm including information database design, order processing and fulfillment, and assisted with on-site project management and contractor coordination; assisted CFO with cash management and accounting
Sales Team Leader, Senior Paralegal Consultant
Consulted with potential clients regarding law firm's credit repair servicesManaged a sales team of 8-10 individuals
Anthony Englert education
Frequently asked questions about Anthony Englert
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What company does Anthony Englert work for?
Anthony Englert works for ALFA Advisory.
What is Anthony Englert's role at ALFA Advisory?
Anthony Englert is listed as Founder | Managing Director at ALFA Advisory.
Where is Anthony Englert based?
Anthony Englert is based in Denver, Colorado, United States while working with ALFA Advisory.
What companies has Anthony Englert worked for?
Anthony Englert has worked for Alfa Advisory, Goldman Sachs, American Express, Westminster College, and Design Plus, Inc.
How can I contact Anthony Englert?
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What schools did Anthony Englert attend?
Anthony Englert holds B.S. Cum Laude, Finance from Westminster College.
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