Anton J Anderson work email
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Anton began his career in 2003 working for Smith Barney while studying business in college. He graduated from the University of California, Santa Barbara in the top 5% of his class, and was honored as the “Student Leader of the Year” by The Society of Leadership and Success. Since graduating, he has developed a diverse and valuable financial background as an investor and advisor, working for both small boutique investment firms, as well as larger financial corporations. Since 2009 he has focused on working with CPAs, helping them offer more proactive and holistic planning to their clients. Anton is a published author, and has worked and/or lived in the United States, Australia, and the United Kingdom. He currently resides in downtown San Diego, CA. Outside of work, he is an avid surfer, writer, and public speaker, and is involved in numerous charitable organizations. He is also an active member of San Diego Social Venture Partners, as well as STAR (Strategic Trusted Advisors Roundtable) where he sits on the Membership Committee.
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Chief Executive OfficerElite Resource Team Apr 2014 - PresentSan Diego, California, Us -
Managing PartnerElite Resource Team Feb 2014 - PresentSan Diego, California, UsElite Resource Team teaches Financial Advisors how to truly differentiate themselves by working with CPAs in a proven and efficient system. Using the CPA Team Based Model and their patent pending process, Financial Advisors are able to identify, contact, engage, monetize, and maintain relationships with CPAs, resulting in much more proactive and holistic planning. This win/win relationship allows the CPA to deliver the value that their clients want and need, while simultaneously reduces the inefficiencies that Financial Advisors experience using traditional cold marketing techniques and referral models.
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Financial Advisor And PartnerSpl Financial Group Aug 2009 - Sep 2014We help our clients build their financial foundations without the stress or risk that comes with the stock market or real estate market. Our plans are predictable, safe, and have guaranteed growth. We also teach our clients how to slowly redirect the costs of major purchases, interest charges and finances charges away from banks and credit card companies, and towards their own personal wealth plan. We provide our clients, family and friends a fundamental understanding of basic finance, starting with simple budgeting and financial planning, all the way to pension maximization and estate planning. We seek to build client relationships that last generations, not just a single transaction.
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Managing DirectorThe Lombardi Group Jan 2013 - Jan 2014The Lombardi Group provides proactive CPAs & Tax Attorneys with a proprietary process of delivering optimal solutions to their most important clients without the inherent risks that come from referrals / outsourcing. To accomplish this, The Lombardi Group has assembled this country’s very best TEAM of financial experts (specialists in various sections of the 80,000+ page US tax code), who work behind the scenes to make each CPA & Attorney look great in the eyes of their most important clients.
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Real Estate InvestorPrivate Company Nov 2006 - Jul 2009Owner of multiple investments properties. Many are owned with joint venture partners that trust me to manage the investments and report earnings on a quarterly basis.
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Director Of Business DevelopmentPrivate Financial Consulting Firm Feb 2007 - Jun 2009Was responsible for managing client relationships, researching and analyzing assets, and updating clients on progress of financial goals.
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Business ConsultantSociety Of Leadership And Success Nov 2006 - Dec 2007Miami, Florida, UsWorked with the owner of the company to develop new client services and revenue streams. Also met with clients to help them develop plans to achieve their goals. -
EmployeeSmith Barney 2004 - 2005New York, Ny, UsTrained in the financial services industry to become an independent advisor.
Anton J Anderson Skills
Anton J Anderson Education Details
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Uc Santa BarbaraCommunication -
Miracosta CollegeBusiness
Frequently Asked Questions about Anton J Anderson
What company does Anton J Anderson work for?
Anton J Anderson works for Elite Resource Team
What is Anton J Anderson's role at the current company?
Anton J Anderson's current role is CEO at Elite Resource Team.
What is Anton J Anderson's email address?
Anton J Anderson's email address is an****@****ial.com
What is Anton J Anderson's direct phone number?
Anton J Anderson's direct phone number is (888) 626*****
What schools did Anton J Anderson attend?
Anton J Anderson attended Uc Santa Barbara, Miracosta College.
What are some of Anton J Anderson's interests?
Anton J Anderson has interest in Children.
What skills is Anton J Anderson known for?
Anton J Anderson has skills like Leadership, Management, Entrepreneurship, Strategy, Investments, Public Speaking, Finance, Sales, Business Strategy, Analysis, Crm, Banking.
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