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Alan Joseph Testa
Alan Joseph Testa
Vice President / Senior Financial Consultant | Bank Rhode Island
United States
Alan Joseph Testa
Summary
Alan Joseph Testa is a seasoned financial consultant with over 15 years of experience in the investment and financial services industry. Currently serving as a Senior Financial Consultant at Bank Rhode Island, he specializes in credit, financial advisory, and risk management. Alan has a robust background, having held advisory roles at prestigious firms such as UBS Wealth Management and Morgan Stanley. His expertise extends to portfolio management and retirement planning, making him a trusted advisor for clients navigating complex financial landscapes. Recognized as a Five Star Wealth Manager from 2015 to 2022, he is dedicated to delivering personalized financial solutions. Alan's educational background includes a Bachelor of Science in Business Administration from the University of Rhode Island. He is known for his analytical skills and a client-centric approach that prioritizes long-term relationships.
Alan Joseph Testa
Work Experience
Vice President / Senior Financial Consultant at
Bank Rhode Island
June 2009 - Present
Financial Advisor at
UBS Group AG
June 2007 - June 2009
Financial Advisor (Training Program) at
Morgan Stanley
May 2006 - June 2007
Alan Joseph Testa
Education
University of Rhode Island - College of Business Administration, Bachelor Of Science (B.S.)
January 2002 - January 2006
Classical High School, College Prep
January 1998 - January 2002
Frequently Asked Questions about Alan Joseph Testa
What is Alan Joseph Testa email address?
Alan Joseph Testa's primary email address is ******@bariinvestments.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Alan Joseph Testa work for?
Alan Joseph Testa is a Vice President / Senior Financial Consultant at Bank Rhode Island, a company specializing in Depository Credit Intermediation.
Where Alan Joseph Testa graduated from?
Alan Joseph Testa holds a degree in Business Administration And Management, General from University of Rhode Island - College of Business Administration.
How can I directly contact Alan Joseph Testa?
To contact Alan Joseph Testa directly, you can use the email address ******@bariinvestments.com. Complete contact information is available upon registration with Muraena.
Who is Alan Joseph Testa?
Alan Joseph Testa is a seasoned financial consultant with over 15 years of experience in the investment and financial services industry. Currently serving as a Senior Financial Consultant at Bank Rhode Island, he specializes in credit, financial advisory, and risk management. Alan has a robust background, having held advisory roles at prestigious firms such as UBS Wealth Management and Morgan Stanley. His expertise extends to portfolio management and retirement planning, making him a trusted advisor for clients navigating complex financial landscapes. Recognized as a Five Star Wealth Manager from 2015 to 2022, he is dedicated to delivering personalized financial solutions. Alan's educational background includes a Bachelor of Science in Business Administration from the University of Rhode Island. He is known for his analytical skills and a client-centric approach that prioritizes long-term relationships.
Alan`s contact details
******@bariinvestments.com
******@bankri.com
Colleagues
Vice President
Vice President Community Relations
Senior Vice President
Executive Vice President, Director of Credit and Portfolio Administration
SVP, Director of Managed Assets
Regional Manager Senior Vice President
Assitant Vice President/Branch Manager
Regional Manager, Vice President
Vice President Retail Market Manager