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Anthony Carrasco
Associate, Cfo Services at Geller Advisors
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Work Experience
Associate, Cfo Services
Feb 2023 - Present · 1 years and 11 months
Accounting Operations Associate
Nov 2021 - Feb 2023 · 1 years and 3 months
Staff Accountant
May 2020 - Nov 2021 · 1 years and 6 months
Company Details
51-200 Employees
Geller Advisors provides sophisticated wealth management solutions and family office services to individuals and families of significant wealth. Our objective is to employ our multidisciplinary expertise—across investments, tax, planning, and financial management—to enrich our clients’ lives, help them reach their financial goals, and make the best decisions in connection to important life events. We aim to afford highly discerning leaders and families more time to focus on what matters most to them by managing every critical aspect of their complex financial lives.
Year Founded
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Social Media
Linkedin
Industry
Financial Services
HQ Location
909 3rd Ave New York, 10022, US
Keywords
Strategic Financial PlanningInvestment Managementand Personal CFO Services
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