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Angela Loffredo
Operations Manager at GM Advisory Group
Operations expert with financial management expertise.
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Location
Melville, New York, United States, US
Bio
Generated by
Topline AI
Angela Loffredo is a seasoned operations professional with 10+ years of experience in managing teams and operations for top financial services firms. She has expertise in financial management, portfolio execution, and business strategy.
Experience
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United States
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Financial Services
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1 - 100 Employee
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Operations Manager
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Jan 2022 - Present
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Operations Specialist
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Dec 2020 - Jan 2022
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Fusion Family Wealth
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Woodbury, NY
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Client Service Associate - Wealth Management
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Mar 2015 - 2017
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Woodbury, NY
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UBS Financial Services
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299 Park Avenue- NYC
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Client Service Associate - Wealth Management
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May 2013 - Mar 2015
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299 Park Avenue- NYC
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Tax Reclaim Specialist
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Aug 2011 - Apr 2013
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Fund Development Associate
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Jan 2011 - Aug 2011
Donald Baechler, Roberto Dutesco, April Gornik with Artwork valued at more than $1.5M
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Education
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2007 - 2010Stony Brook University
Bachelor of Science, Finance
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Banking and Financial Services”
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