Anthony Battle has spent his total profession within the monetary providers business masking institutional and particular person shoppers. Anthony presently presents varied seminars on monetary planning matters for a variety of municipal workers, develops complete monetary plans and counsels people on retirement choices.
Beforehand, Anthony labored for 7 years in asset administration masking personal fairness and hedge funds as a Fund Controller offering oversight of monetary reporting, funding valuations, and threat administration. He has labored at varied monetary service corporations, which included Financial institution of Bermuda, HSBC Company & Funding Financial institution, Tishman Speyer, McGladrey, and First Eagle Funding Administration.
Anthony obtained his Bachelor of Enterprise Administration in Accounting from Baruch School, CUNY. Moreover, Anthony is a CERTIFIED FINANCIAL PLANNER™ skilled. He has additionally earned the Chartered Monetary Marketing consultant® designation for superior monetary planning, the Chartered Life Underwriter® designation for superior insurance coverage specialization, the Accredited Monetary Counselor® for Monetary Counseling and each the Retirement Revenue Licensed Skilled®, and Licensed Retirement Counselor designations for advance retirement planning.
Acquiring a rich mindset requires studying from the previous and making use of it within the current. Dwight D. Eisenhower as soon as mentioned, “Accomplishments will show to be a journey, not a vacation spot.” In finance, these accomplishments can solely be sustained by those who tackle “good threat” and be taught to be snug in uncomfortable conditions.