Since 2012, Raymond L Penzi has been working in Heritage Strategies located 636, 636. Raymond is an experienced Senior Vice President, Business Development with over seven years of work experience. According to Raymond's resume and work profile, Raymond has worked at more than three places with diverse backgrounds and gained various skills. Raymond attended school at the Fairfield University from 2006 to 2010. Raymond L Penzi has professional certification in Series 7 License, General Securities Representative and Series 63 License, Uniform Securities Agent State Law. Raymond can be found in Pittsburgh, Pennsylvania – where this professional is currently located. You can search for their phone number and email. We can also provide you detailed contact information upon request.
Name variants:
Raymund Penzi,
Ray Penzi,
Pug Penzi
Last updated May 19, 2024
Contact Information
Last Update
Jul 9, 2022
Email
rp**@lwarner.com, ra**@gmail.com, ra**@gmail.com
Location
Pittsburgh, PA
Company
Workplace
Senior Vice President, Business Development
Woodbury, NY
Industry
Insurance, Management Consulting Services Nonprofit Trust Management
Colleagues
Work History
Senior Vice President, Business Development
135 Crossways Park Dr SUITE 402, Woodbury, NY 11797
Business Succession Planning
Income Tax Planning
Asset Protection
Generational Wealth Transference
Charitable Contribution Structuring
Jan 2012 — Oct 2018
Director of Planning - Private Client
The Warner Companies is one of the nation's leading independent, full-service financial consulting firms serving corporations and individual clients of substantial net worth throughout the U....
from Oct 2018
Institutional Equity Sales
1212 Avenue Of The Americas, New York, NY 10018
Sidoti & Company, LLC, founded in 1999, is Wall Street’s preeminent provider of equity research focused on undiscovered, profitable companies at a market capitalization of less than $3 billi...
Dec 2010 — Jul 2011
Education
2006 — 2010
2008 — 2008
2002 — 2006
Occupations
Executive
Director of Planning
Senior Vice President
Accountant
Finance and Accounting Specialist
Advisor
Supervising Planner
Operations Manager
Vice President
Chief Executive
Accounting Bookkeeper
Bookkeeper
Skills
Wealth Management
Retirement Planning
Securities
Finra
Equities
Series 7
Series 63
Financial Analysis
Investments
Life Insurance
Estate Planning
Portfolio Management
Wealth Management Services
Strategic Planning
Financial Advisory
Wealth
Business Planning
Risk Management
Trusts