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
General Business & ManagementView LinkedIn profile

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

  1. Divsion Manager

    Primerica

    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

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Anthony Ventura — Divsion Manager at Primerica in Cincinnati, OH, US | Unifers