Vice President and Sales Executive @ (March 2021 - August 2022)
Vice President - Banking Consultant @ (July 2016 - October 2020)
Vice President Private Banking - Complex Leadership Team @ (January 2012 - January 2015)
Vice President of Commercial Banking and Treasury Management - Complex Leadership Team @ (October 2004 - November 2012)
Sales Executive - Institutional Fixed Income @ (July 1996 - October 2004)
Joe Guzzardi Education
The Wharton School
Securities Industry Institute SIFMA (Executive Development)
2003-2006
West Virginia University
Bachelor of Science - BS
Central Catholic High School
Joe Guzzardi Skills
Investment Banking
Treasury Management
Commercial Banking
Investments
Treasury
Securities
Mutual Funds
Cash Management
Capital Markets
Portfolio Management
Equities
Asset Managment
Series 7
Series 63
Certified Treasury Professional
Investment Management
Finance
Banking
Financial Advisory
Executive Management
Financial Services
Wealth Management
Asset Allocation
Alternative Investments
Bonds
Relationship Management
Liquidity Management
Private Banking
Investment Advisory
Securities Lending
Credit
Hedge Funds
Derivatives
Bloomberg
Credit Analysis
Financial Markets
Asset Management
Trading
Teamwork
Joe Guzzardi Summary
Joe Guzzardi, based in Pittsburgh, PA, US, is currently a Executive Vice President at SOLIDUS. Joe Guzzardi brings experience from previous roles at BNY Pershing, PWCampbell, Raymond James and Morgan Stanley. Joe Guzzardi holds a 2003 - 2006 Securities Industry Institute SIFMA in Executive Development @ The Wharton School. With a robust skill set that includes Investment Banking, Treasury Management, Commercial Banking, Investments, Treasury and more. Joe Guzzardi has 2 emails and 2 mobile phone numbers on RocketReach.
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