Joseph Divico resumes & CV records
Resumes

Senior Wealth Management Advisor
Location:
6731 Eliot Ave, Middle Village, NY 11379
Industry:
Financial Services
Work:
Tiaa
Senior Wealth Management Advisor Hsbc Oct 2005 - Jan 2011
Financial Advisor E*Trade Mar 1, 2004 - Oct 1, 2005
Relationship Manager
Senior Wealth Management Advisor Hsbc Oct 2005 - Jan 2011
Financial Advisor E*Trade Mar 1, 2004 - Oct 1, 2005
Relationship Manager
Education:
University of Maryland 1995 - 1999
Bachelors, Bachelor of Arts, Economics
Bachelors, Bachelor of Arts, Economics
Skills:
Estate Planning, Retirement Planning, Insurance Vehicles, Wealth Management Services, Strategic Financial Planning, Finance, Portfolio Management, Wealth Management, Asset Allocation, Mutual Funds, Investment Advisory, Alternative Investments, Investment Strategies, Intergenerational Wealth Planning, Endowments and Foundations
Certifications:
Chartered Financial Analyst (Cfa)
Cfa Institute
Cfa Institute