Roberta Ambrosi
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Roberta Ambrosi Email & Phone Number

Real Estate Portfolio Manager at Allworth Financial
Location: Waltham, Massachusetts, United States 4 work roles 1 school
1 work email found @myharvestgroup.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email r****@myharvestgroup.com
LinkedIn Profile matched
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Current company
Allworth Financial
Role
Real Estate Portfolio Manager
Location
Waltham, Massachusetts, United States
Company size
106 employees

Who is Roberta Ambrosi? Overview

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Quick answer

Roberta Ambrosi is listed as Real Estate Portfolio Manager at Allworth Financial, a company with 106 employees, based in Waltham, Massachusetts, United States. AeroLeads shows a work email signal at myharvestgroup.com and a matched LinkedIn profile for Roberta Ambrosi.

Roberta Ambrosi previously worked as Branch Manager at The Harvest Group, Wealth Management, Llc and Team Administrator at The Harvest Group Of Ubs Financial Services. Roberta Ambrosi studied at Mount Ida College.

Company email context

Email format at Allworth Financial

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{first}@myharvestgroup.com
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AeroLeads found 1 current-domain work email signal for Roberta Ambrosi. Compare company email patterns before reaching out.

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Profile bio

About Roberta Ambrosi

As a branch manager, Roberta is an integral member of The Harvest Group. She provides administrative asset maintenance, notary services and has more than 18 years of experience in the financial services industry. Roberta graduated from Mount Ida College with an associates degree and Certification in Paralegal Studies. Roberta has her Series 7 and 66 Securities licenses and an Accredited Asset Management Specialist(sm), a designation through the College of financial Planning. Roberta, a life-long Newton resident, lives with her husband Fillipo. They have three grown children.

Listed skills include Microsoft Excel, Microsoft Office, Powerpoint, Customer Service, and 6 others.

Current workplace

Roberta Ambrosi's current company

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Allworth Financial
Allworth Financial
Real Estate Portfolio Manager
Website
allworthfinancial.com
Employees
106
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Company profile
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4 roles

Roberta Ambrosi work experience

A career timeline built from the work history available for this profile.

Branch Manager

The Harvest Group, Wealth Management, Llc

Waltham, MA

Sep 2016 - Jul 2023

Senior Registered Account Administrator

The Harvest Group Of Wachovia Securities
Jan 2004 - Dec 2008
Team & coworkers

Colleagues at Allworth Financial

Other employees you can reach at allworthfinancial.com. View company contacts for 106 employees →

ZR Zack Rogers Zack Rogers Colleague at Allworth Financial Atlanta, Georgia, United States, United States View → KC Kathleen Carpenter, Cfp® Kathleen Carpenter, Cfp® Colleague at Allworth Financial Chico, California, United States, United States View → PM Patrick Mcgrath, Mba Patrick Mcgrath, Mba Colleague at Allworth Financial San Diego, California, United States, United States View → AS Andrew Shafer Andrew Shafer Colleague at Allworth Financial Cincinnati, Ohio, United States, United States View → JL Jamison Lake Jamison Lake Colleague at Allworth Financial St Louis, Missouri, United States, United States View → TG Tom Graham Tom Graham Colleague at Allworth Financial Roseville, California, United States, United States View → BD Billy Dunn Billy Dunn Colleague at Allworth Financial Miami, Florida, United States, United States View → SG Scott Gawrych Scott Gawrych Colleague at Allworth Financial New York City Metropolitan Area, United States View → MB Mike Bogard, Cfa Mike Bogard, Cfa Colleague at Allworth Financial Milwaukee, Wisconsin, United States, United States View → BM Brian M. Murphy, Aif Brian M. Murphy, Aif Colleague at Allworth Financial Greater Tucson Area, United States View →
1 education record

Roberta Ambrosi education

FAQ

Frequently asked questions about Roberta Ambrosi

Quick answers generated from the profile data available on this page.

What company does Roberta Ambrosi work for?

Roberta Ambrosi works for Allworth Financial.

What is Roberta Ambrosi's role at Allworth Financial?

Roberta Ambrosi is listed as Real Estate Portfolio Manager at Allworth Financial.

What is Roberta Ambrosi's email address?

AeroLeads has found 1 work email signal at @myharvestgroup.com for Roberta Ambrosi at Allworth Financial.

Where is Roberta Ambrosi based?

Roberta Ambrosi is based in Waltham, Massachusetts, United States while working with Allworth Financial.

What companies has Roberta Ambrosi worked for?

Roberta Ambrosi has worked for Allworth Financial, The Harvest Group, Wealth Management, Llc, The Harvest Group Of Ubs Financial Services, and The Harvest Group Of Wachovia Securities.

Who are Roberta Ambrosi's colleagues at Allworth Financial?

Roberta Ambrosi's colleagues at Allworth Financial include Zack Rogers, Kathleen Carpenter, Cfp®, Patrick Mcgrath, Mba, Andrew Shafer, and Jamison Lake.

How can I contact Roberta Ambrosi?

You can use AeroLeads to view verified contact signals for Roberta Ambrosi at Allworth Financial, including work email, phone, and LinkedIn data when available.

What schools did Roberta Ambrosi attend?

Roberta Ambrosi studied at Mount Ida College.

What skills is Roberta Ambrosi known for?

Roberta Ambrosi is listed with skills including Microsoft Excel, Microsoft Office, Powerpoint, Customer Service, Microsoft Word, Leadership, Social Media, and Financial Analysis.

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