Aif Cepa Email & Phone Number

Aif Cepa Work

Managing Director, Sr. Wealth Advisor

@ Bartolomeo Capital Group

Board Member

@ Altafid

Managing Partner

@ AccelHUB

Aif Cepa Education

2020 - 2021 Certified Financial Planner in Financial planning

Bryant University
Bachelor of Business Administration - BBA in International Business

University of Central Florida
Bachelor's degree in International Relations

University of Colorado Boulder
High School in High School/Secondary Diplomas and Certificates

Leysin American School in Switzerland
High School in High School/Secondary Diplomas and Certificates

Cardinal Gibbons

Aif Cepa Skills

LeadershipEstate PlanningFinancial AdvisoryCustomer Relationship Management CrmCash ManagementBankingPowerPointInsuranceWealth TransferRetirement PlanningSalesPortfolio ManagementFinra Series 63Business DevelopmentInvestmentsMarket ResearchRelationship ManagementFinancial RiskNegotiationFinanceStrategic PlanningAsset AllocationStrategyFinancial ServicesCommercial BankingWealth ManagementMutual FundsUnderwritingMa Life And HealthMulti Generational Wealth TransferStrategic Financial PlanningRisk ManagementMarketingCommBusiness Tax PlanningCreditAsset ManagementTheatreAssetCustomer ServiceFinancial AnalysisBudgetsSmall BusinessManagementCredit AnalysisInheritance Tax PlanningMarketing StrategyFinra Series 6LoansCRMCommercial LendingSecuritiesFinancial StrategyMarketSoundAnti Money LaunderingTerritoriesVendorsCash Flow StatementsActingDerivativesLocal CommunityInternational RelationsEnglandTranslationCredit RiskTreasury ManagementBusiness AdministrationSavingsReal EstateBusiness PartnersCompliance ProceduresFloridaRevenueFinancial StatementsPCSBAScienceGermanAllocationsDatabase AdministrationSpanishHome Equity Lines of CreditSoccerQualifying ProspectsWorkflowProfitBaileyCross SellingConsumerCustomer SatisfactionBusiness ServicesEnglishComparative PoliticsReportsHotelsInventorySoldMicrosoft OfficeFace to Face PresentationsRegional MarketingTrainingEnrichmentCommercial ClientsHispanicStreamlineProject ManagementTrains And Add RailsAmericanReportingCommercial Real EstateAnalysisCampaignsRatingsIdentifying OpportunitiesTrusted AdvisorCash FlowCCoordinationDebtBusiness ExpansionGraduate LevelSwapsCommunicationStress TestingSheetsActiveBelmontLiquidityPipelinesHarvestingRolloutFranceLatin AmericaRetail BankingLossesWebsitesResponsibilityInternal AuditCouncilSpainCode of EthicsCommercial MortgagesInternationalExecutive ManagementPortfolioAdministrative WorkStructured FinanceHistoryReviewsLetters of CreditMortgage LendingInternational MarketingMacAcmFluencyCollateralPlatformsCommerceTreasuryAppraisalsRiskClarityMeetingsDepositoryMultilingualDeliveryFrenchCoordinatedSiebelDatabasesCustomer Relationship Management

Aif Cepa Contact Information

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What company does Aif Cepa work for?

Aif Cepa currently works at AccelHUB.

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Aif Cepa's primary industry can often be inferred from their work experience and skills listed on this profile.

Where is Aif Cepa located?

Aif Cepa is based in or around Boston, MA, US.

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