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Roberto M Lancellotti

from Hockessin, DE
Age ~44
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Also known as:
Bob Lancellotti, Rob Lancellotti, Roberto Lancelotti, Roberto I
Related to:
Lancellotti Ulisse
Connected to:
Alan R Lancello, 66Albert D Lancellotti, 91Alfredo Lancellotti, 55Annette A Lancelle, 63Cynthia J Lancelot, 59David H Lancelot, 68Donald J Lancellotta, 53Filiberto Lancellotta, 75Jonathan F Lancelot, 48Miguel A Lancellotti, 40

Roberto Lancellotti Phones & Addresses

  • Hockessin, DE
  • Wilmington, DE
  • National Park, NJ
  • Swedesboro, NJ
  • 1414 Stirling Ct, Phoenixville, PA 19460 (610) 983-3149
  • Mullica Hill, NJ
  • Woolwich Twp, NJ
  • Cherry Hill, NJ

Work

Company: Jp morgan chase 2012 Position: Mutual fund specialist/ira specialist

Education

School / High School: Widener University 2003 Specialities: Bachelor of Science in Business Administration

Resumes

Resumes

Roberto Lancellotti Photo 1

Senior Associate

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Location:
Hockessin, DE
Industry:
Financial Services
Work:
State Street
Senior Associate
Jpmorgan Chase & Co. Aug 2012 - Feb 2018
Retirement Specialist and Mutual Fund Specialist
Lincoln Financial Advisors Sep 2010 - Sep 2012
Retirement Consultant
Wells Fargo Jun 2009 - Sep 2010
Licensed Financial Specialist
Lincoln Financial Distributors 2008 - 2009
401K Sales Consultant Internal Wholesaler
Education:
Widener University 1999 - 2003
Widener University
Master of Business Administration, Masters
Skills:
Financial Services
Investments
Retirement Planning
Mutual Funds
401K
Equities
Asset Allocation
Securities
Asset Management
Fixed Income
Series 6
Series 63
Bloomberg
Analysis
Wealth Management
Retirement
Finance
Middle Office
Languages:
English
Roberto Lancellotti Photo 2

Roberto Lancellotti

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Roberto Lancellotti Photo 3

Roberto Lancellotti Hockessin, DE

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Work:
JP Morgan Chase

2012 to 2000
Mutual Fund Specialist/IRA Specialist
Lincoln Financial Group

2010 to 2012
Rollover IRA Consultant
Wachovia Bank

2009 to 2010
Licensed Financial Specialist
Lincoln Financial Distributors

2008 to 2009
Sales Consultant Internal Wholesaler
Wachovia/StateStreet

2006 to 2007
Portfolio Accountant - Customized Fixed Income
Education:
Widener University
2003
Bachelor of Science in Business Administration
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Roberto M Lancellotti from Hockessin, DE, age ~44 Get Report