Anthony Valeri
Director of Investment Management, Zions Bancorporation
- Role
- Director of Investment Management, EVP, Wealth Mgmt at Zions Bancorporation
- Location
- San Diego County, CA, US
- LinkedIn followers
- 500 followers
About Anthony Valeri
Core Compentencies: • Investment Strategy and Asset Allocation: Proven ability…
Experience
Director of Investment Management, EVP, Wealth Mgmt
Mar 2017 — Present · San Diego, CA, US
Oversee all aspects of investment management including asset allocation, due diligence, and advisor and client communications. Portfolio manager on select high-new worth client accounts. Regularly meet with clients and prospects to discuss investment portfolios, capabilities, and financial market outlook. Frequent presenter at client events and intra-company events.
Education
UC San Diego
BA
1988 — 1992
Skills
- Retirement Planning
- Finra
- Securities
- Investment Portfolio Design
- Strategic Financial Planning
- Equities
- Fixed Income
- Trading
- Wealth Management
- Series 7
- Series 63
- Investment Advisory
- Asset Management
- Portfolio Management
- Investments
- Financial Planning
- Investment Strategies
- Alternative Investments
- Asset Allocation
- Mutual Funds
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