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Anthony Vollmer, Cima® Email & Phone Number
Principal - Director of US Retail Wealth Solutions
at
O'Shaughnessy Asset Management
1 work email found
@osam.com
2 phones found area 718
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Principal - Director of US Retail Wealth Solutions
Location
Colorado Springs, Colorado, United States
Who is Anthony Vollmer, Cima®? Overview
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Quick answer
Anthony Vollmer, Cima® is listed as Principal - Director of US Retail Wealth Solutions at O'Shaughnessy Asset Management, based in Colorado Springs, Colorado, United States. AeroLeads shows a work email signal at osam.com, phone signal with area code 718, and a matched LinkedIn profile for Anthony Vollmer, Cima®.
Anthony Vollmer, Cima® previously worked as Head of Client Engagement at Franklin Templeton and Head of Sales Training at Legg Mason (Acquired By Franklin Templeton). Anthony Vollmer, Cima® holds B.S., Finance from St. John'S University, The Peter J. Tobin College Of Business.
Company email context
Email format at O'Shaughnessy Asset Management
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*@osam.com
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AeroLeads found 1 current-domain work email signal for Anthony Vollmer, Cima®. Compare company email patterns before reaching out.
Profile bio
About Anthony Vollmer, Cima®
Anthony Vollmer, Cima® is a Principal - Director of US Retail Wealth Solutions at O'Shaughnessy Asset Management. He possess expertise in separately managed accounts, investments, investment strategies, series 63, mutual funds and 19 more skills.
Listed skills include Separately Managed Accounts, Investments, Investment Strategies, Series 63, and 20 others.
Current workplace
Anthony Vollmer, Cima®'s current company
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9 roles · 20 years
Anthony Vollmer, Cima® work experience
A career timeline built from the work history available for this profile.
Principal - Director Of Us Retail Wealth Solutions
CurrentResponsible for leading the growth of our direct indexing, custom indexing and traditional strategy businesses for the US retail broker-dealer channel.
Oct 2022 - Present
Head Of Client Engagement
Responsible for driving gross and net sales nationally by creating industry leading sales training, marketing and advisor practice management resources.
Oct 2020 - Oct 2022
Head Of Sales Training
Designed and launched Legg Mason’s flagship sales training program, The Well-Rounded Wholesaler, which provides sales people the tools they need to earn and grow business with all financial advisors.Also served as a member of the US Sales Leadership Team.
Apr 2019 - Oct 2020
Regional Director - Chicago & Milwaukee
Achieved territory records for gross sales, net sales and market share by building lasting partnerships with financial advisors and consulting them in capital markets, portfolio construction and business growth strategies.
Sep 2011 - Apr 2019
Vice President - Internal Sales Desk Manager
Coached and mentored a team of Internal Wholesalers with a focus on providing top tier client service and sales support to financial advisors through a consultative and client oriented approach. This method eventually led us to reach the #2 Internal Sales Desk in the asset management industry in a study by a third party firm.
Apr 2010 - Sep 2011
Assistant Vice President - Internal Wholesaler
Helped financial advisors in the state of Pennsylvania service and grow their client base through personalized consultation. To accomplish this goal the focus was kept on exceptional client service, innovative acquisition ideas and timely investment solutions tailored to the individual's needs. My proudest moments in this role include helping advisors.
Aug 2007 - Apr 2010
Sales Associate
Legg Mason
Provided inbound sales support to financial advisors with a high level of client service and successful record of cross-selling.
Feb 2007 - Jul 2007
New Accounts Associate
Worked with Smith Barney financial advisors to assist in the opening of new Separately Managed Accounts (SMA).
2006 - 2007
~1 yr
1 education record
Anthony Vollmer, Cima® education
-
St. John'S University, The Peter J. Tobin College Of Business
FAQ
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Quick answers generated from the profile data available on this page.
What company does Anthony Vollmer, Cima® work for?
Anthony Vollmer, Cima® works for O'Shaughnessy Asset Management.
What is Anthony Vollmer, Cima®'s role at O'Shaughnessy Asset Management?
Anthony Vollmer, Cima® is listed as Principal - Director of US Retail Wealth Solutions at O'Shaughnessy Asset Management.
What is Anthony Vollmer, Cima®'s email address?
AeroLeads has found 1 work email signal at @osam.com for Anthony Vollmer, Cima® at O'Shaughnessy Asset Management.
What is Anthony Vollmer, Cima®'s phone number?
AeroLeads has found 2 phone signal(s) with area code 718 for Anthony Vollmer, Cima® at O'Shaughnessy Asset Management.
Where is Anthony Vollmer, Cima® based?
Anthony Vollmer, Cima® is based in Colorado Springs, Colorado, United States while working with O'Shaughnessy Asset Management.
What companies has Anthony Vollmer, Cima® worked for?
Anthony Vollmer, Cima® has worked for O'Shaughnessy Asset Management, Franklin Templeton, Legg Mason (Acquired By Franklin Templeton), Legg Mason, and Citigroup.
How can I contact Anthony Vollmer, Cima®?
You can use AeroLeads to view verified contact signals for Anthony Vollmer, Cima® at O'Shaughnessy Asset Management, including work email, phone, and LinkedIn data when available.
What schools did Anthony Vollmer, Cima® attend?
Anthony Vollmer, Cima® holds B.S., Finance from St. John'S University, The Peter J. Tobin College Of Business.
What skills is Anthony Vollmer, Cima® known for?
Anthony Vollmer, Cima® is listed with skills including Separately Managed Accounts, Investments, Investment Strategies, Series 63, Mutual Funds, Closed End Funds, Fixed Income, and Municipal Bonds.
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