Vincent Vitale

Financial Advisor @Advance Capital Management, Inc

Royal Oak, MI, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jan 2014 — Present

Financial Advisor @Advance Capital Management, Inc

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I help individuals and families feel at ease about their financial well-being. I do this by educating and guiding them through their life’s financial decisions surrounding investments, taxes, insurance, retirement, and estate planning, ultimately helping them succeed in achieving their financial goals and objectives. Nothing is more important than giving honest, thoughtful, and truthful advice and guidance to the individuals, families, and businesses I serve. Earning and keeping their trust is my priority. Specialize in -Investment management, risk management, & portfolio construction -Financial and retirement plans -Planning, saving and investing for retirement -Minimizing taxes

SKILLS

FactsetPowerpointStrategic Financial PlanningFixed IncomeDcfFinanceInvestmentsHedge FundsMicrosoft OfficeIndustry AnalysisBusiness ValuationEquity ResearchCapital MarketsBudgetingPortfolio ManagementFinancial ServicesMutual FundsEconomicsAlternative InvestmentsClosing AbilitiesData AnalysisDerivativesDue DiligenceRisk ManagementSecuritiesMicrosoft WordValuationBloombergLeadershipAnalysisManagementAsset AllocationAsset ManagementPrivate EquityFinancial MarketsInvestment AdvisoryBusiness AnalysisFinancial ModelingFinancial AnalysisWealth Management Services

ABOUT VINCENT VITALE

As an Investment Director at Advance Capital Management, Inc, I drive the investment…

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Vincent Vitale — Financial Advisor at Advance Capital Management, Inc in Royal Oak, MI, US | Unifers