Anthony Ferri Email and Phone Number
Anthony Ferri is a Wealth Management Associate - Timmons Wealth Management at Timmons Wealth Management.
Timmons Wealth Management
View- Website:
- twealthmanagement.com
- Employees:
- 2
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Wealth Management AssociateTimmons Wealth Management Jul 2024 - PresentAttleboro, Massachusetts, United States -
CookMonahan'S Clam Shack Apr 2019 - Jun 2024Narragansett, 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.
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Home Equity Lending InternBanknewport Jun 2023 - Aug 2023Middletown, 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. -
Financial Planning Analyst InternIntegrated Financial Partners 2019 - 2020Cranston, 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
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Finance, General
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?
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2my.uri.edu, fidelity.com
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Anthony Ferri
New York City Metropolitan Area4hotmail.com, gmail.com, strategasrp.com, sidoti.com2 +121229XXXXX
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Anthony Ferri
New York City Metropolitan Area3invisionfmg.com, infusionsg.com, affinitysales.com2 +151661XXXXX
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