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Joanne Windas Location
New York, NY, US
Joanne Windas Work
Financial Advisor @ (July 2026 - Present)
Financial Advisor @ (March 2010 - July 2026)
Financial Advisor @ (April 2006 - June 2009)
Institutional Bond Sales @ (July 1986 - December 1994)
Joanne Windas Education
New York University - Leonard N. Stern School of Business
MBA (Finance)
BA (Psychology)
Joanne Windas Skills
Alternative Investments
Financial Advisory
Public Speaking
Retirement Savings
Bonds
Insurance
Retirement Planning
Account Management
Sales
Annuities
Investments
Finance
Asset Allocation
Financial Services
Mutual Funds
Microsoft Office
Investment Strategies
Fixed Income Strategies
Investment Planning
401k Rollovers
Retirement
Securities
401 Rollovers
401 Planning
Joanne Windas Summary
Joanne Windas, based in New York, NY, US, is currently a Financial Advisor at Foothills Legacy Wealth Management &Partners. Joanne Windas brings experience from previous roles at Wells Fargo, Principal Financial Group and Donaldson, Lufkin and Jenrette. Joanne Windas holds a MBA in Finance @ New York University - Leonard N. Stern School of Business. With a robust skill set that includes Alternative Investments, Financial Advisory, Public Speaking, Retirement Savings, Bonds and more. Joanne Windas has 3 emails and 1 mobile phone numbers on RocketReach.
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