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Joe Capaldi Location
United Kingdom
Joe Capaldi Work
2022 -now Investment Director - AIM Portfolio Service @
2017 -2022 Investment Director @
2014 -2017 Investment Analyst @
2014 -2014 Portfolio Analyst - Asset Allocation @
2012 -2013 Product Development Analyst @
2012 -2012 Investment Internship @
2012 -2012 Investment Sales and Marketing Internship @
2011 -2012 Business Development Manager @ The Dynamic Zone
2010 -2010 Global Corporate Internship @
Joe Capaldi Education
University of Strathclyde 2007-2011
Loretto School 1999-2007
Joe Capaldi Skills
Portfolio Management
Project Management
Business Development
Social Media
Business Analysis
Marketing Strategy
Customer Service
Investment Sales
PowerPoint
Investment Management
Financial Analysis
Financial Modeling
Investments
Microsoft Excel
Asset Management
Equities
Joe Capaldi Summary
Joe Capaldi, based in United Kingdom, is currently a Investment Director - AIM Portfolio Service at Brooks Macdonald. Joe Capaldi brings experience from previous roles at CS Investment Managers, Holborn Assets LLC and Cornhill Management o.c.p.,a.s.. Joe Capaldi holds a 2007 - 2011 University of Strathclyde. With a robust skill set that includes Portfolio Management, Project Management, Business Development, Social Media, Business Analysis and more. Joe Capaldi has 2 emails and 1 mobile phone numbers on RocketReach.
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