Anthony Sunseri Esq CFP
About
Anthony Sunseri Esq CFP is from Greensburg, Pennsylvania, United States. Anthony is currently President/Portfolio Manager/Chief Compliance Officer at Elder Law Management Inc. In Anthony's previous role as a Business Manager/FCC Compliance Manager at Saint Joseph Missions, Anthony worked in until Sep 2017.
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Anthony Sunseri Esq CFP's current jobs
Provide vision and direction to the corporation as President (Shareholder) as well as oversee many high profile investment management portfolios as investment manager. Furthermore, as Chief Compliance Officer I maintain accurate records and filings with the PA Securities Commission (i.e. ADVs, etc.) as well as handle the day-to-day compliance issues. Specific Achievements: • Successfully represented the firm in a compliance audit with no fines accessed to firm. • Designed Investment Management Manual to be utilized within Investment Management Division providing guidance on recommended investments, investment models, investment strategies and Federal tax rules in regard to retirement planning. • Drafted a complex legal memorandum for Wells Fargo on a Decedent separate accounts issue also involving a beneficiary who predeceased the account owner.