Anthony Ferri

Anthony Ferri Email and Phone Number

Wealth Management Associate - Timmons Wealth Management @ Timmons Wealth Management
attleboro, massachusetts, united states
Anthony Ferri's Location
Greater Boston, United States
About Anthony Ferri

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

Anthony Ferri's Current Company Details
Timmons Wealth Management

Timmons Wealth Management

View
Wealth Management Associate - Timmons Wealth Management
attleboro, massachusetts, united states
Employees:
2
Anthony Ferri Work Experience Details
  • Timmons Wealth Management
    Wealth Management Associate
    Timmons Wealth Management Jul 2024 - Present
    Attleboro, Massachusetts, United States
  • Monahan'S Clam Shack
    Cook
    Monahan'S Clam Shack Apr 2019 - Jun 2024
    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.
  • Banknewport
    Home Equity Lending Intern
    Banknewport Jun 2023 - Aug 2023
    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.
  • Integrated Financial Partners
    Financial Planning Analyst Intern
    Integrated Financial Partners 2019 - 2020
    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.

Anthony Ferri Education Details

Frequently Asked Questions about Anthony Ferri

What company does Anthony Ferri work for?

Anthony Ferri works for Timmons Wealth Management

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

Anthony Ferri's current role is Wealth Management Associate - Timmons Wealth Management.

What schools did Anthony Ferri attend?

Anthony Ferri attended University Of Rhode Island - College Of Business.

Who are Anthony Ferri's colleagues?

Anthony Ferri's colleagues are Liam Timmons, Mba, Cfp®, Cima®.

Not the Anthony Ferri you were looking for?

  • Anthony Ferri

    Senior Manager, Distribution & Global Risk At Fidelity Investments
    Smithfield, Ri
    2
    my.uri.edu, fidelity.com
  • Anthony Ferri

    New York City Metropolitan Area
    4
    hotmail.com, gmail.com, strategasrp.com, sidoti.com

    2 +121229XXXXX

  • Anthony Ferri

    New York City Metropolitan Area
    3
    invisionfmg.com, infusionsg.com, affinitysales.com

    2 +151661XXXXX

  • Anthony Ferri

    Ehs Manager At Rust-Oleum Corporation
    North Providence, Ri

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.