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Alan Joseph Testa

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Alan Joseph Testa

Vice President / Senior Financial Consultant | Bank Rhode Island

United States

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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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Organisational experience

Corporate Experience

Alan Joseph Testa

Work Experience

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Vice President / Senior Financial Consultant at

Bank Rhode Island

June 2009 - Present

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Financial Advisor at

UBS Group AG

June 2007 - June 2009

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Financial Advisor (Training Program) at

Morgan Stanley

May 2006 - June 2007

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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

mail

******@bariinvestments.com

******@bankri.com

Colleagues

Noreen Gordon

Vice President

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Patricia Saracino

Vice President Community Relations

Peter Difilippo

Senior Vice President

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Stephen Russell

Executive Vice President, Director of Credit and Portfolio Administration

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Richard Dunn

SVP, Director of Managed Assets

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Robert Ricci

Regional Manager Senior Vice President

Shelly Ornellas

Assitant Vice President/Branch Manager

Erica Martineau

Regional Manager, Vice President

Anthony Rao

Vice President Retail Market Manager

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