Vincenzo Menicucci
Client Service Associate, Personal Wealth Management @The Advisory Group Of San Francisco, Llc
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WORK HISTORY
Client Service Associate, Personal Wealth Management @The Advisory Group Of San Francisco, Llc
San Francisco, CA, US
Accepted inbound client communications and completed or escalated tasks as necessary• Used RightCapital, Schwab Advisor Center, Wealthbox, Holistiplan, and Tamarac PortfolioCenter• Assisted with trading decisions using research from DFA, CallanDNA, JP Morgan, and Blackrock• Directly supported associate and senior planners on team
EDUCATION
California Lutheran University
Master of Business Administration - MBA
Loyola Marymount University
Bachelor of Arts - BA
ABOUT VINCENZO MENICUCCI
Master\'s student at California Lutheran University on track to complete the CFP…
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