Anthony is a Business Operations Specialist & Portfolio Administrator on the Operations Team. He is responsible for client requests and ensures that they are executed quickly and efficiently.
Since 2014, Anthony has been working in the financial services industry and is passionate about helping clients. Prior to joining Summitry in 2020, he worked as a Client Service Associate at Morgan Stanley. He brings a high-level of customer service and serves as the primary contact on the operations side. Anthony holds a Bachelor of Science in Business Administration with a concentration in Finance from San Francisco State University.
Anthony lives on the Peninsula with his Pekingese/Yorkie, Louie. In his spare time, Anthony enjoys DJing.