Jon Lopresti
- Role
- Principal CEO at Decca Private Wealth Management
- Location
- West Palm Beach, FL, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Jon Lopresti
Jon C. LoPresti is the Founder and CEO of DECCA Private Wealth Management, based in…
Experience
Principal CEO
Decca Private Wealth Management
Jul 2023 — Present
Education
Kaplan University
Finance and Financial Management Services
Taipei Language Institute - TLI
Mandarin Chinese
SUNY Orange
Finance
Skills
- Mortgage Lending
- Equities
- Series 7
- Business Development
- Financial Modeling
- Customer Service
- Negotiation
- Wealth Management Services
- Wealth Accumulation
- Retirement Planning
- Wealth Transfer
- Marketing
- Management
- Financial Analysis
- Comprehensive Wealth Management
- Financial Services
- Strategic Planning
- Mortgage
- Portfolio Management
- New Business Development
- Finance
- Wealth Management
- Investment Advisory
- Retirement
- Risk Management
- Series 63
- Wealth
- Financial Planning
- Asset Management
- Sales
- Investments
- Microsoft Office
- Estate Planning
- Retirement Income Strategies
- Marketing Strategy
- Investment Strategies
- Mutual Funds
- Financial Advisory
- Etfs
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.