Anthony Ferri
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Anthony Ferri Email & Phone Number

Wealth Management Associate at Timmons Wealth Management
Location: Greater Boston, United States 4 work roles 1 school
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✓ Verified July 2026 3 data sources Profile completeness 86%

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Current company
Role
Wealth Management Associate
Location
Greater Boston, United States
Company size

Who is Anthony Ferri? Overview

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Quick answer

Anthony Ferri is listed as Wealth Management Associate at Timmons Wealth Management, a with 2 employees, based in Greater Boston, United States. AeroLeads shows a matched LinkedIn profile for Anthony Ferri.

Anthony Ferri previously worked as Cook at Monahan'S Clam Shack and Home Equity Lending Intern at Banknewport. Anthony Ferri holds Bachelor Of Science - Bs, Finance, General from University Of Rhode Island - College Of Business.

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Timmons Wealth Management

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Profile bio

About Anthony Ferri

Anthony Ferri is a Wealth Management Associate at Timmons Wealth Management.

Current workplace

Anthony Ferri's current company

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Timmons Wealth Management
Timmons Wealth Management
Wealth Management Associate
attleboro, massachusetts, united states
Employees
2
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4 roles · 8 years

Anthony Ferri work experience

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Cook

Monahan'S Clam Shack

Narragansett, Rhode Island, United States

-Provided hands-on-training for new hires throughout the onboarding process and continued tohelp upskill trainees on kitchen and operational best practices afterwards.-Worked on a line with various team members to cook in a fast-paced environment where wecompleted an average of ~700 orders per day.-Strengthened leadership and teamwork skills by helping to lead shifts and collaborating with adiverse staff.

Apr 2019 - Jun 2024

Home Equity Lending Intern

Middletown, Rhode Island, United States

- Collaborated with Home Equity Specialists and Underwriters to process over 20 incoming loan applications per week. Which involved data entry, credit risk analysis, income evaluation, and loan-to-value calculations.-Played a key role in assessing applicants' financial viability by conducting debt-to-income analysis and coordinating appraisal reviews, ensuring benchmarks were met in compliance with lending criteria.-Revamped the company's website, elevating user experience, and reducing application turnover time. -Presented findings, experience, and recommendations to the executive team, including the CEO, at the end of the internship.

Jun 2023 - Aug 2023

Financial Planning Analyst Intern

Cranston, Rhode Island, United States

-Assisted partners in serving clients across their retirement, insurance, and financial planningneeds. Developed knowledge of financial concepts, and problem-solving skills with application ofdifferent financial strategies through client simulation scenarios.-Improved the efficiency and accuracy of confidential client data worksheets for use by seniorpartners.-Participated in client discussions and observed relationship management and relationshipbuilding skills utilized by partners to maintain a healthy client pipeline.

2019 - 2020 ~1 yr
1 education record

Anthony Ferri education

FAQ

Frequently asked questions about Anthony Ferri

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What company does Anthony Ferri work for?

Anthony Ferri works for Timmons Wealth Management.

What is Anthony Ferri's role at Timmons Wealth Management?

Anthony Ferri is listed as Wealth Management Associate at Timmons Wealth Management.

Where is Anthony Ferri based?

Anthony Ferri is based in Greater Boston, United States while working with Timmons Wealth Management.

What companies has Anthony Ferri worked for?

Anthony Ferri has worked for Timmons Wealth Management, Monahan'S Clam Shack, Banknewport, and Integrated Financial Partners.

Who are Anthony Ferri's colleagues at Timmons Wealth Management?

Anthony Ferri's colleagues at Timmons Wealth Management include Liam Timmons, Mba, Cfp®, Cima®.

How can I contact Anthony Ferri?

You can use AeroLeads to view verified contact signals for Anthony Ferri at Timmons Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Anthony Ferri attend?

Anthony Ferri holds Bachelor Of Science - Bs, Finance, General from University Of Rhode Island - College Of Business.

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