Wealth Management Operations Analyst
Anthony Scardelletti joined Asset Planning Services, Ltd. as a Wealth Management Operations Analyst in January 2020. As the Operations Analyst, he supports the team through data management, operations analysis and problem resolution. Anthony is solution-oriented and enjoys identifying methods for developing practical solutions to complicated issues. In addition to his Bloomberg Market Concepts certification and experience, he is a specialist in Microsoft Office Excel. Prior to his role at APS, Anthony started his career at Oppenheimer in New York, where he served as an Operations Specialist working with securities and creating more efficient processes .
Anthony graduated from James Madison University with a Bachelors of Business Administration in Finance. During his time at JMU, he held internships with Forte Capitol Group and Northwestern Mutual where he earned his Series 6 certification as well as Life Producer and Health Producer certifications.
During his time outside the office, Anthony is active in his local soccer community, coaching a youth competitive soccer team as well as playing in adult leagues. He is an avid golfer and skier, depending on the season. Anthony lives in Lawrenceville, New Jersey and enjoys the quick access to find himself in New York, Philadelphia and at the Jersey shore.