Joe Gilbert Email & Phone Number
Senior Financial Advisor, First Vice President - Investment Officer @ Wells Fargo Advisors
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Joe Gilbert Location
- Washington, DC, US
Joe Gilbert Work
- 2019 -now Senior Financial Advisor, First Vice President - Investment Officer @
- 2015 -2019 Associate Vice President and Investments - Stifel @
- 2011 -2015 Associate Vice President @ Barclays Wealth and Investment Management, Americas
- 2008 -2011 Financial Advisor, ESOP Reinvestment Specialist @
- 2006 -2008 Manager @ Soccer American
- 2006 -2008 Assistant Coach @ Total Futbol
- 2004 -2006 Accounts Manager @ Osprey Group, LLC.
- 1998 -2006 Ski and Golf Sales Manager and Snowboard and Ski Instructor @
- 2000 -2004 Hang Gliding Instructor @ Kitty Hawk Kites
Joe Gilbert Education
- University of Virginia
Certificate (MBI) (Finance, IT/IS, Management, Accounting, Marketing)
2003-2003 - Hampden-Sydney College
BA (Economics and Commerce)
1999-2003 - The Covenant School
Joe Gilbert Skills
- Private Equity
- Leadership
- Portfolio Management
- Financial Advisory
- Coaching
- Investments
- Risk Management
- Public Speaking
- Employee Benefits
- Finance
- ESOP
- Services
- C++
- Financial Analysis
- Financial Services
- Retirement Planning
- Wealth Management
- Sales
Joe Gilbert Summary
- Joe Gilbert, based in Washington, DC, US, is currently a Senior Financial Advisor, First Vice President - Investment Officer at Wells Fargo Advisors. Joe Gilbert brings experience from previous roles at Stifel Financial Corp., Barclays Wealth and Investment Management, Americas, Morgan Stanley Investment Management and Soccer American. Joe Gilbert holds a 2003 - 2003 Certificate (MBI) in Finance, IT/IS, Management, Accounting, Marketing @ University of Virginia. With a robust skill set that includes Private Equity, Leadership, Portfolio Management, Financial Advisory, Coaching and more. Joe Gilbert has 1 emails and 2 mobile phone numbers on RocketReach.
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