Joe D'Amico Email & Phone Number
Chief Experience Officer @ HEFTY WEALTH PARTNERS
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Joe D'Amico Location
- Texas, United States
Joe D'Amico Work
- Chief Experience Officer @ (December 2025 - Present)
- Managing Director | Partner @ (January 2025 - December 2025)
- Regional Director | Partner | Head of Private Wealth @ (June 2024 - December 2024)
- Senior Manager - Advisory Sales @ (February 2023 - June 2024)
- Senior Vice President, Financial Sales Advisor Team Lead @ (June 2019 - February 2023)
- Vice President, Financial Sales Advisor @ (September 2017 - June 2019)
- Financial Consultant @ (December 2014 - September 2017)
- Wealth Advisor @ Elite Financial Management, INC. (March 2014 - November 2014)
- Investment Manager @ (January 2013 - January 2014)
- Managing Director - Institutional Equities @ (January 2011 - January 2012)
- Vice President - Portfolio Trading @ (January 1999 - January 2011)
Joe D'Amico Education
- Southern Methodist University
Certificate Program in Financial Planning
2013-2014 - The University of Dallas
MBA (Corporate Finance, Financial Services)
2003-2006 - Texas Tech University - Rawls College of Business
BBA (Finance)
1996-1998
Joe D'Amico Skills
- Account Management
- Asset Allocation
- Asset Management
- Business Development
- Business Development Strategy
- Business Planning
- Certified Financial Planner
- Coaching
- Coaching & Mentoring
- Communication
- Consultative Selling
- Cross-functional Coordination
- Customer Relationship Management (CRM)
- Customer Satisfaction
- Direct Sales
- Emotional Intelligence
- Estate Planning
- Exceed Sales Goals
- Financial Advisory
- Financial Markets
- Financial Services
- Goal Setting
- HNW
- Insurance
- Interpersonal Skills
- Investment Advisory
- Investment Management
- Investment Strategies
- Investments
- Key Performance Indicators
- Leadership
- Management
- Presentation Skills
- Presentations
- Retirement Planning
- Sales
- Sales Leadership
- Sales Management
- Sales Performance
- Sales Presentations
- Sales Strategy
- Sales Target Management
- Skill Development
- Solution Selling
- Strategic Financial Planning
- Strategy
- Team Leadership
- Team Management
- Team Performance
- Teamwork
- Thought Leadership
- Wealth Management
- Wealth Management Services
Joe D'Amico Summary
- Joe D'Amico, based in Texas, United States, is currently a Chief Experience Officer at Credent Wealth Management. Joe D'Amico brings experience from previous roles at Credent Wealth Management, Empower and Personal Capital. Joe D'Amico holds a 2013 - 2014 Certificate Program in Financial Planning @ Southern Methodist University. With a robust skill set that includes Account Management, Asset Allocation, Asset Management, Business Development, Business Development Strategy and more. Joe D'Amico has 2 emails and 9 mobile phone numbers on RocketReach.
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