Anthony Castaldi

Anthony Castaldi Email and Phone Number

Business Operations Manager @ Covenant Wealth Advisors
Leesburg, VA, US
Anthony Castaldi's Location
Sterling, Virginia, United States, United States
Anthony Castaldi's Contact Details

Anthony Castaldi work email

Anthony Castaldi personal email

n/a

Anthony Castaldi phone numbers

About Anthony Castaldi

B.S. in Management Information Systems (MIS) & Business Administration from Anna Maria College. Financial Planning Certificate from Georgetown School of Continuing Studies. Series 65.

Anthony Castaldi's Current Company Details
Covenant Wealth Advisors

Covenant Wealth Advisors

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Business Operations Manager
Leesburg, VA, US
Website:
covenantwealthadvisors.com
Employees:
16
Anthony Castaldi Work Experience Details
  • Covenant Wealth Advisors
    Business Operations Manager
    Covenant Wealth Advisors
    Leesburg, Va, Us
    View
  • Advisor Partners
    Senior Associate
    Advisor Partners Apr 2024 - Present
    Walnut Creek, Ca, Us
    View
  • Acorn Financial Services
    Director Of Operations
    Acorn Financial Services Jun 2016 - Apr 2024
    Reston, Va, Us
     Control the firm’s billing Create cash flow reports for both the firm and individual advisors Assist in creating and running an inhouse trading desk Work in conjunction with the CIO on investment and portfolio analysis Contributing member of the firm’s Investment Committee Systems administrator for all corporate software Aide both employees and third-party IT consultant with ongoing IT support Spearhead any research, due diligence, and implementation of new corporatesoftware and partnerships Construct and present retirement plan analysis Work alongside the Managing Partner, Chief Investment Officer, and ChiefCompliance Office Prepare advisors for their client meetings Service ongoing client requests CRM and database management Liaison new client and new advisor onboarding Assist both advisors and clients with the research and implementation of alternativeinvestments Collaborate with client’s and their CPAs Follow clients through the estate planning process with their Estate Attorneys Data entry for Acorn Tax Planning during the tax season Creation and ongoing support for client’s online access
    View
  • Ameriprise Financial Services, Inc. Sandra Peter'S Office
    Finance Intern
    Ameriprise Financial Services, Inc. Sandra Peter'S Office Jun 2015 - Aug 2015
    Minneapolis, Mn, Us
    • Researched various investment products including Stocks, Mutual Funds, REITs, UITs, and Annuities• Created retirement plans using NaviPlan • Consolidated and designed client meeting reports• Client case analysis• Updated Client profiles • Web design
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  • Yeske Buie
    Business Management Intern
    Yeske Buie Jan 2015 - May 2015
    San Francisco, Ca, Us
    • Created and implemented a youth financial literacy program • Worked as an active member of the Media Team and Business Development Team• Created and implemented company procedures and policies • Left in charge to run daily operations for a week• Collaborated with and managed co-workers and their schedules
    View

Anthony Castaldi Skills

Microsoft Office Microsoft Word Powerpoint Customer Service Microsoft Excel Leadership Research Social Media Time Management Public Speaking Management Project Management Strategic Planning Analysis Data Analysis Accounts Receivable Accounts Payable Client Services Operations Notary Public

Anthony Castaldi Education Details

  • Anna Maria College
    Anna Maria College
    Management Information Systems
  • Georgetown University School Of Continuing Studies
    Georgetown University School Of Continuing Studies
    Financial Planning
  • The Washington Center For Internships And Academic Seminars
    The Washington Center For Internships And Academic Seminars
  • Bishop Hendricken High School
    Bishop Hendricken High School

Frequently Asked Questions about Anthony Castaldi

What company does Anthony Castaldi work for?

Anthony Castaldi works for Covenant Wealth Advisors

What is Anthony Castaldi's role at the current company?

Anthony Castaldi's current role is Business Operations Manager.

What is Anthony Castaldi's email address?

Anthony Castaldi's email address is an****@****ebu.com

What is Anthony Castaldi's direct phone number?

Anthony Castaldi's direct phone number is +170329*****

What schools did Anthony Castaldi attend?

Anthony Castaldi attended Anna Maria College, Georgetown University School Of Continuing Studies, The Washington Center For Internships And Academic Seminars, Bishop Hendricken High School.

What are some of Anthony Castaldi's interests?

Anthony Castaldi has interest in Children, Education, Economic Empowerment.

What skills is Anthony Castaldi known for?

Anthony Castaldi has skills like Microsoft Office, Microsoft Word, Powerpoint, Customer Service, Microsoft Excel, Leadership, Research, Social Media, Time Management, Public Speaking, Management, Project Management.

Who are Anthony Castaldi's colleagues?

Anthony Castaldi's colleagues are Rob Smith, Maurine Bray, Matt Brennan, Marleigh F., Katherine Fonville, Terri Miller, Fpqp®, Rob Smith.

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