Joe Gastaldi Email & Phone Number
Managing Director, Retirement Plans @ Newcleus LLC
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Joe Gastaldi Location
- Mishawaka, IN, US
Joe Gastaldi Work
- 2023 -now Managing Director, Retirement Plans @
- 2016 -2023 Partner and Senior Advisor @ Cafaro Greenleaf
- 2013 -2015 Retirement Plan Department Head @
- 2011 -2013 Retirement Plan Consultant @ Lakeside Wealth Management
- 2005 -2009 Vice President of Wealth Management -- Trust Officer @ Mutual Bank
- 1996 -2005 Sales Representative @
- 1993 -1996 Broker @ Euro Brokers
- 1990 -1993 Broker @ Lasser Marshall
- 1988 -1990 Short Dates Broker @ Babcock Fulton Prebon
- 1987 -1988 Research Associate @
- 1986 -1987 Re-org Dept @
Joe Gastaldi Education
- Allianz CBFA training
- Pace University
Bachelor of Business Administration (BBA) (Economics)
Joe Gastaldi Skills
- Strategic Planning
- Research
- Training
- Change Management
- Retirement Planning
- Investments
- Disability Insurance
- Series 7
- Financial Planning
- Leadership
- Sales
- 401 Retirement Savings Plans
- Trading
- 401k
- Life Insurance
- Pensions
- Mutual Funds
- International Investment
- Correlation Analysis
- Small Cap
- Asset Allocation
- Qualified Retirement Plans
- Defined Contribution
- Retirement Plan Consulting
- Co Fiduciary
- Series 63
- Series 66
- IRAs
- Roth IRA
- Financial Education
- Networking
- Sales Prospecting
- Long Term Care Insurance
Joe Gastaldi Summary
- Joe Gastaldi, based in Mishawaka, IN, US, is currently a Managing Director, Retirement Plans at Newcleus LLC. Joe Gastaldi brings experience from previous roles at Cafaro Greenleaf, Korhorn Financial Group, Inc., Lakeside Wealth Management and Mutual Bank. Joe Gastaldi holds a Allianz CBFA training. With a robust skill set that includes Strategic Planning, Research, Training, Change Management, Retirement Planning and more. Joe Gastaldi has 1 emails and 2 mobile phone numbers on RocketReach.
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