In addition to guiding new clients through the account opening process, these services include executing investment portfolio updates, disbursing funds, processing trades and wire transfers, providing online reporting tutorials, and distributing performance and tax data reports.
Prior to joining Treasury Partners, Mr.Giannangeli was a Client Service Representative with Madison Trust Company in Montvale, New Jersey, and a Financial Analyst with the Coastal Financial Planning Group in Charleston, South Carolina.
Mr. Giannangeli is a graduate of The Citadel, The Military College of South Carolina, where he earned a Bachelor of Science in Finance.