Rick Anzelone

Rick Anzelone

Compliance Officer chez Strategic Point Investment Advisors LLC

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Profil

Mr. Richard J.
Anzelone is a Managing Partner & Chief Compliance Officer at Strategic Point Investment Advisors LLC.
He also serves as Senior Financial Advisor, providing investment advice and wealth management to clients.
He is a member of the Rhode Island Bar Association.
He is also a member of the Portfolio Management Committee, which directs the firm’s investment strategies.
He began his career at StrategicPoint as a Financial Advisor and was a member of the Investment Committee in some capacity from 2000 to 2009.
In 2005, he assumed the additional duties of CCO of the firm.
Mr. Anzelone started his career at Pratt and Whitney Aircraft Corporation in finance and later worked for Textron Financial Corporation in leveraged commercial equipment leasing.
He served on the board of the Amos House.
He holds a BS in Finance from Bryant University and a Juris Doctorate degree from Creighton University School of Law.
In 1993 he graduated from Creighton University law school and practiced law in Nebraska and Rhode Island in the areas of estate planning, business law and bankruptcy law.

Postes actifs de Rick Anzelone

SociétésPosteDébut
Compliance Officer 01/01/2005
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Anciens postes connus de Rick Anzelone

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Corporate Officer/Principal -
Corporate Officer/Principal -
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Formation de Rick Anzelone

Creighton University Graduate Degree
Bryant University Undergraduate Degree

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