Jim Joseph Location
West Palm Beach, Florida, United States
Jim Joseph Work
- 2013 - now Vice President @ Freedom Equity Group - Freedom Builder
- 2013 - now Financial Services Representative @ Federal Financial Group LLC
- 2013 - 2013 Senior Financial Executive @ Investacorp, Inc.
- 2010 - 2011 Investment Consultant @ Citi India
- 2006 - 2011 Investment Consultant @ Citi
Jim Joseph Education
- American Institute of Banking, New York
(Law, Banking, Accounting, Finance, Corporate Finance)
1988 - 1989 - Hofstra University
(Accounting)
1986 - 1987 - Queensboro Community College
(Business Management, Accounting, Finance)
1986 - 1987
- York College / Cuny
(Economics, Finance)
1985 - 1986 - Jamaica High School, Queens NY1982 - 1985
Jim Joseph Skills
- Alternative Investments
- Estate Planning
- Series 63
- Fixed Annuities
- Charitable Trusts
- Wealth Preservation Planning
- Indexed Annuities
- Estate Tax Planning
- Insurance
- Retirement Planning
Jim Joseph Summary
Jim Joseph, based in West Palm Beach, Florida, United States, is currently a Vice President at Freedom Equity Group - Freedom Builder. Jim Joseph brings experience from previous roles at Federal Financial Group LLC, Investacorp, Inc., Citibank India and Citi. Jim Joseph holds a 1988 - 1989 American Institute of Banking, New York. With a robust skill set that includes Alternative Investments, Estate Planning, Series 63, Fixed Annuities, Charitable Trusts and more. Jim Joseph has 1 emails on RocketReach.
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Bennie Herring
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