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About Rick Alteri — Senior Financial Analyst in Lake Forest
Rick Alteri is a Senior Financial Analyst at Crescent Grove Advisors, where he supports senior client advisers in implementing customized financial solutions for C-suite executives, business owners, and their families. He has over twenty years of experience in the financial services industry. Before joining the firm, he was a wealth planner for Wells Fargo for ten years and began his career at the Ayco Company as a financial analyst preparing tax projections, tax returns, and customized financial plans. He earned a BS in finance from The College of Saint Rose.
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Rick Alteri is a Senior Financial Analyst at Crescent Grove Advisors, where he supports senior client advisers in implementing customized financial solutions for C-suite executives, business owners, and their families. He has over twenty years of experience in the financial services industry. Before joining the firm, he was a wealth planner for Wells Fargo for ten years and began his career at the Ayco Company as a financial analyst preparing tax projections, tax returns, and customized financial plans. He earned a BS in finance from The College of Saint Rose.
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