Richard Lopresti
- Role
- Independent Fee only Certified Financial Planner Tm at Milestone Asset Management Group
- Location
- Milford, CT, US
- LinkedIn followers
- 500 followers
Experience
Independent Fee only Certified Financial Planner Tm
Milestone Asset Management Group
Aug 2018 — Present
Skills
- Relationship Management
- Online Reputation Management
- Banking
- Leadership
- Creative Ideation
- Wealth Management
- Social Roi
- Selling
- Social Technologies
- Retirement Planning
- Investments
- Strategic Financial Planning
- Social Networking
- Global Tactical Asset Allocation
- Wealth Management Services
- Crm
- Tactical Asset Allocation
- Business Networking
- Social Media Compliance
- Financial Services
- Fintech
- Tactical Management
- Social Crm
- Financial Advisory
- Qualifying Prospects
- Business Strategy
- Competitive Analysis
- Financial Advice
- Social Media
- Professional Networking
- Finance
- Insurance
- Prospecting
- Money Guide Pro
- Social Media Marketing
- Marketing
- Sales
- Executive Management
- Investment Advisory
- Portfolio Management
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