Robert Iliceto
Strategic Sales Leader | Financial Services Veteran | Expert in Client Development & Team Building | Training & Growth Specialist
- Role
- Managing Partner at Avanza Capital Holdings
- Location
- Boca Raton, FL, US
- LinkedIn followers
- 500 followers
About Robert Iliceto
With over four decades of experience across financial services, healthcare, and…
Experience
Managing Partner
May 2025 — Present · Boca Raton, FL, US
As Managing Partner, I bring over four decades of experience in financial consulting and portfolio management, having guided both institutional and high-net-worth clients through complex and evolving market cycles. With deep expertise in wealth management, capital markets, and strategic financial planning I lead the firm’s South Florida division based in Boca Raton, driving regional growth initiatives and cultivating key relationships with lenders and financial partners. Known for a disciplined, client-centric approach, I continue to apply my broad industry knowledge to support firm-wide expansion and strengthen our financial network.Avanza Capital Holdings offers a diverse range of investment avenues. Partner with us today and witness the Avanza Capital Holdings difference firsthand. Secure your investment in the vision of small businesses. Join us in empowering entrepreneurs and fueling growth across the nation. We provide a viable option over traditional funding methods. Monthly payouts ensure a degree of liquidity for our lenders. Lenders can expect a return of 20% interest over 12 months. Avanza Capital Holdings is exclusively targeting accredited lenders who recognize and appreciate the potential in alternative lending. Minimum investment:$100K. A minimum investment of $100K opens the door to participate in this unique lending opportunity. With Corporate offices located at the iconic 40 Wall St. in the Trump Building, our investment team thrives in the heart of global finance. Being situated on Wall St. offers unparalleled proximity to market trends, financial experts, and groundbreaking opportunities, ensuring our investors access to the pulse of the financial world. Discover a strategic advantage in Avanza!
Education
City University of New York-College of Staten Island
Associate's degree, Business Administration and Management, General
1983 — 1985
Skills
- Public Speaking
- Microsoft Office
- Youth Mentoring
- Coaching
- Account Management
- Contract Negotiation
- Real Estate
- Management
- Team Building
- Social Media
- Strategic Planning
- Sales Management
- Marketing
- Training
- New Business Development
- Online Advertising
- Investments
- Business Development
- Marketing Strategy
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