Alan M. Angeloni is Co-Founder & CEO at Financial Professional Information Portal. Alan has over 5 years of experience in the financial industry. Alan started their career as an intern at Wells Fargo Advisors where they analyzed financial statements and created spreadsheets for client and advisory meetings. Alan then interned at Tundidor & Weiss Investment Group where they researched and analyzed various investment instruments for advisors, established multiple potential client meetings through direct phone marketing and organizing community events, and redesigned the firm's website. Most recently, Alan worked as an analyst at JPMorgan Chase & Co. from October 2018 to November 2020.
Alan M. Angeloni has a degree in finance from La Salle University and certification in artificial intelligence in trading from Udacity.
Sign up to view 6 direct reports
Get started