Securities Operations Administrator

Anthony Te

Anthony is responsible for asset movement, brokerage of account service/trading, alternative investment document processing, FINRA/SEC adherence, and audit readiness.

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.