Anthony J. Mascioli, CFP®, AEP® in

Anthony J. Mascioli, CFP®, AEP®

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Vice President - Advanced Planning - Estate Planning Specialist at Fidelity Investments
📍 New York City Metropolitan Area, United States

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Experience
34 Years
Current Role
Vice President - Advanced Planning - Estate Planning Specialist
Job Level
Senior
Location
New York City Metropolitan Area, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Anthony cares about

Strategic Priorities
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Career

Work history

10-2015
Vice President - Advanced Planning - Estate Planning Specialist
Fidelity Investments
10-2012 - 10-2015
Senior Wealth Planning Specialist - Vice President
Citi Personal Wealth Management
2004 - 2012
Wealth Planner - Vice President
Wells Fargo Private Bank
2001 - 2004
Financial Planner
Lassus Wherley & Associates
2000 - 2001
Financial Analyst
AMG National Trust Bank
In the press

Media appearances

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Education
2000 - 2001
Certified Financial Planning Program
Pace University
1986 - 1990
Bachelor of Business Administration (BBA)
Hofstra University
1982 - 1986
Education details unavailable
Floral Park Memorial HS
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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