Designations: ARM, AIM, License # 0H15950
Anthony has over 18 years of risk management experience. He co-founded ESM in 2005 with the vision of supporting California employers with analyzing their operational challenges and developing a strategic plan that focused on safety compliance, injury prevention and Worker’s Compensation cost containment. He has had the privilege to work internationally with a large corporation, manage global accounts and work across multiple industries aiding business owners in developing strategies that enhance operational efficiencies that propel their businesses forward.
Anthony began his career in 1999 in San Francisco, California at Charles Schwab & Company where he was a Risk Analyst. While at Schwab, Anthony received training in various risk management services including: securities trading, commercial banking and brokerage risk analysis, implementation of PATRIOT Act and SEC procedures, loss analysis and probability studies, actuarial services and corporate risk mitigation. He loves people and is deeply passionate about solving business challenges. Engaging with clients at all levels and solving complex business issues is where he thrives. Whether it is behavioral, cultural or operational, working with leadership to find business changing strategies is what energizes his core.
At ESM he has obtained his Associate in Risk Management (ARM), Associate in Management (AIM) and his Fire & Casualty Broker-Agent License # 0H15950. Prior to starting ESM, Anthony was a Risk Analyst at Charles Schwab & Co. He spent 6 years analyzing compliance trends and implementing PATRIOT Act procedures to ensure compliance with Government regulations. While at Schwab he obtained his Series 7, 9/10 & 63. Anthony graduated from San Francisco State University with a degree in International Business and Finance and played soccer as the Gators goalkeeper.
Professional Accolades & Memberships:
ARM - Associate in Risk Management
AIM - Associate in Management
Fire & Casualty Broker-Agent License # 0H15950
Series 7 - Registered Representative Securities License
Series 9/10 - General Securities Sales Supervisor
Series 63 - California Uniform Securities
Hobbies & Interests:
Spending time with my girls (wife and 2 daughters), traveling the world to enjoy new cultures and experiences, wine tasting, technology and soccer.
Climbing Mt. Kilimanjaro with my wife and planting the original ESM flag!