Securities Operations Administrator
Prior to joining Crestone in 2015, Anthony worked at J.P. Morgan Chase as a Private Client Investment Associate. Before this role, Anthony was a Chase Relationship Banker where he leveraged traditional banking/lending products and services to ascertain the financial needs of consumers and small business clients.
Anthony earned his Master of Science in finance from the University of Denver and a Bachelor of Science in Business Administration with an emphasis in finance from the University of Colorado Boulder.
Anthony is a FINRA Registered Representative holding Series 7, 6, and 66 licenses and has a State of Colorado Life/Health Insurance License.