Victoria Fillet work email
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The Roosevelt Investment Group, LLC is an advisory firm providing comprehensive investment management and financial planning services. Throughout our history, we have emphasized risk management and long-term capital protection. We know our clients have worked hard to build wealth, and we see our role as long-term stewards of your capital. We build investment plans that span generations. We have been privileged to manage the investment assets for prominent families including several members of the Roosevelt family*, various institutional clients, individuals, business owners, and professionals in the funeral and cemetery business
Ci Roosevelt Private Wealth
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Vp - Senior Wealth AdvisorCi Roosevelt Private Wealth Oct 2018 - Present
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Vp - Senior Wealth AdvisorRoosevelt Wealth Management Sep 2018 - Jan 2021Once you outline what you want, a financial plan will help you move from vision to reality, from where you are now to where you want to be in the future.With planning, you have a much better chance of achieving your goals than if you fail to plan. A well-conceived, properly implemented financial plan can help you reach your goals.
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PrincipalBlueprint Financial Planning Jan 2007 - Sep 2018Nebraska City, Ne, UsFinancial Planning and Investment Management. At Blueprint, we bring financial security and financial confidence together! We look forward to working together! -
PartnerValue Architects Asset Management Llc Jan 2001 - Jan 2007Value Architects Asset Management is our investment advisory division.We are bottoms up value investors who do our own research when picking equity and fixed income for our client's portfolios. We manage our clients monies in separately managed accounts, allowing them the opportunity to customize their accounts to suit their personal investment preferences.
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Managing DirectorFurman Selz May 1981 - May 1993Syndicate Manager - responsible for the marketing and distributins of new issues.
Victoria Fillet Skills
Victoria Fillet Education Details
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New York University School Of Professional StudiesFinancial Planning -
Fordham UniversityEconomics And Business
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Fordham UniversityEconomics And Business
Frequently Asked Questions about Victoria Fillet
What company does Victoria Fillet work for?
Victoria Fillet works for Ci Roosevelt Private Wealth
What is Victoria Fillet's role at the current company?
Victoria Fillet's current role is VP - Senior Wealth Advisor at The Roosevelt Investment Group, LLC.
What is Victoria Fillet's email address?
Victoria Fillet's email address is vf****@****tfp.com
What is Victoria Fillet's direct phone number?
Victoria Fillet's direct phone number is +120122*****
What schools did Victoria Fillet attend?
Victoria Fillet attended New York University School Of Professional Studies, Fordham University, Fordham University.
What are some of Victoria Fillet's interests?
Victoria Fillet has interest in Health, Everything To Do With Money, Economic Empowerment.
What skills is Victoria Fillet known for?
Victoria Fillet has skills like Strategic Financial Planning, Investment Management, Investments, Retirement Planning, Asset Management.
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