Joe Flotteron Email & Phone Number
Managing Director Investments, The Flotteron Group @ Merrill Lynch
Joe Flotteron's Location
Princeton, NJ, US
Joe Flotteron's Work
- Managing Director Investments, The Flotteron Group @ Merrill Lynch
- Senior Vice President-Investments @ New York Fitness
- Tax Professional @ PwC
- Senior Accountant @ PwC
Joe Flotteron's Education
- Villanova University
Bachelor of Science (B.S.) (Accounting)
1978 - 1982
Joe Flotteron's Skills
- Portfolio Management
- Series 7
- Wealth Management
- Investments
- Mutual Funds
- Retirement Planning
- Series 63
- PMP
- Equities
- Fixed Income
Joe Flotteron's Summary
Joe Flotteron, based in Princeton, NJ, US, is currently a Managing Director Investments, The Flotteron Group at Merrill Lynch, bringing experience from previous roles at UBS and PwC. Joe Flotteron holds a 1978 - 1982 Bachelor of Science (B.S.) in Accounting @ Villanova University. With a robust skill set that includes Portfolio Management, Series 7, Wealth Management, Investments, Mutual Funds and more, Joe Flotteron contributes valuable insights to the industry. Joe Flotteron has 4 emails and 1 mobile phone number on RocketReach.
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