Anthony Ventura
Financial Professional | Private Wealth Manager | Financial Planning | Business Development | Relationship Building | Portfolio Management | Series 65 | Client Accounts | Investment Products | Securities | Internal Sales
- Role
- Divsion Manager at Primerica
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
About Anthony Ventura
I am an accomplished Financial Services Leader with a track record of guiding and assisting private clients and affluent families in achieving their financial aspirations while minimizing risk. With a demonstrated ability to drive sales activity, I am dedicated to delivering tailored advice that aligns with clients\' objectives. My expertise encompasses portfolio management, estate planning, retirement strategies, and a comprehensive approach that spans across the financial landscape. I also have an extensive background in portfolio management, estate planning, and retirement strategies. In addition, I maintain in-depth knowledge of private client products, competitor offerings, and other financial solutions. Proficient at aligning clients with suitable products and services. I earned a Bachelor of Business Administration (BBA) degree from the University of Cincinnati and I have completed my Series 6, 63 and 65 FINRA licenses as well as possess Life, Accident & Health, Variable, Long-Term Care Insurance, Property & Casualty in the state of Ohio.One of the key drivers to my professional success has been applying my communication and interpersonal skills to seamlessly collaborate with high-net-worth clients, families, partners, and stakeholders.
Experience
Divsion Manager
Mar 2024 — Present · Cincinnati, OH, US
Education
University of Cincinnati
Bachelor of Business Administration, Information Systems, Real Estate
2006
Skills
- Sales Management
- Budgets
- Finance
- Analysis
- Financial Services
- Crm
- Public Speaking
- Mortgage Lending
- Banking
- Mutual Funds
- Coaching
- Strategic Planning
- Budgeting
- Microsoft Office
- Sales
- Customer Service
- Business Development
- Investments
- Leadership
- Credit
- Loans
- Team Building
- Management
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.