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Elizabeth Cancelosi

Elizabeth Cancelosi

Senior Vice President, Transitions | Dynasty Financial Partners

Saint Petersburg, Florida, United States

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Elizabeth Cancelosi

Summary

Elizabeth Cancelosi is a seasoned professional in the wealth management and financial services sector, currently serving as the Senior Vice President of Transitions at Dynasty Financial Partners. With a strong background in asset allocation and investment management, she has developed tailored financial solutions for ultra-high net worth clients at Bessemer Trust. Elizabeth's academic credentials, including an MBA from INSEAD and a BA in Economics and Spanish from the University of Virginia, complement her extensive experience in the industry. Her career has been marked by a commitment to educating clients on wealth planning and financial literacy, particularly focusing on the next generation. Elizabeth has a knack for collaborating across teams to enhance service delivery and client experience. Her previous roles at Merrill Lynch further solidified her expertise in client engagement and investment strategy. Based in Saint Petersburg, Florida, she is passionate about empowering entrepreneurship through innovative financial solutions.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Innovation

Organisational experience

Corporate Experience

Elizabeth Cancelosi

Work Experience

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Senior Vice President, Transitions at

Dynasty Financial Partners

December 2021 - Present

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Client Advisor at

Bessemer Trust Company, N.a

January 2017 - December 2019

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Associate Client Advisor at

Bessemer Trust Company, N.a

May 2014 - January 2017

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Financial Solutions Advisor (Merrill Edge) at

Merrill Lynch/Wfc/L. Inc.

September 2011 - May 2014

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Wealth Management Intern at

Merrill Lynch/Wfc/L. Inc.

August 2010 - September 2011

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Elizabeth Cancelosi

Education

INSEAD, Master Of Business Administration - Mba

January 2020 - January 2021

University of Virginia, B.A.

January 2007 - January 2011

Frequently Asked Questions about Elizabeth Cancelosi

What is Elizabeth Cancelosi email address?

Elizabeth Cancelosi's primary email address is ******************@dynastyfinancialpartners.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Elizabeth Cancelosi work for?

Elizabeth Cancelosi is a Senior Vice President, Transitions at Dynasty Financial Partners, a company specializing in Monetary Authorities-Central Bank.

Where Elizabeth Cancelosi graduated from?

Elizabeth Cancelosi holds a degree in from INSEAD.

How can I directly contact Elizabeth Cancelosi?

To contact Elizabeth Cancelosi directly, you can use the email address ******************@dynastyfinancialpartners.com. Complete contact information is available upon registration with Muraena.

Who is Elizabeth Cancelosi?

Elizabeth Cancelosi is a seasoned professional in the wealth management and financial services sector, currently serving as the Senior Vice President of Transitions at Dynasty Financial Partners. With a strong background in asset allocation and investment management, she has developed tailored financial solutions for ultra-high net worth clients at Bessemer Trust. Elizabeth's academic credentials, including an MBA from INSEAD and a BA in Economics and Spanish from the University of Virginia, complement her extensive experience in the industry. Her career has been marked by a commitment to educating clients on wealth planning and financial literacy, particularly focusing on the next generation. Elizabeth has a knack for collaborating across teams to enhance service delivery and client experience. Her previous roles at Merrill Lynch further solidified her expertise in client engagement and investment strategy. Based in Saint Petersburg, Florida, she is passionate about empowering entrepreneurship through innovative financial solutions.

Elizabeth`s contact details

mail

******************@dynastyfinancialpartners.com

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