Joe Romano Email & Phone Number
President @ Romano & Romano Financial, LLC
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Joe Romano Location
- Philadelphia, PA, US
Joe Romano Work
- 2003 -now President @
- 1996 -2003 Financial Advisor @
- 1994 -1996 Financial Analyst @
Joe Romano Education
- Penn State University
Bachelor’s Degree (Finance)
Joe Romano Skills
- Management of client investment portfolios
- Investment research and due diligence
- Developing personal financial plans
- Income tax and cash flow planning
- Retirement and educational funding projections
- Estate and charitable gift planning
- Risk management and insurance strategies
- Counseling corporate executives on stock options, deferred comp, etc.
- Etc
- Deferred Comp
- Microsoft Office
- Financial Reporting
- Analysis
- Counseling Corporate Executives on Stock Options
Joe Romano Summary
- Joe Romano, based in Philadelphia, PA, US, is currently a President at Romano & Romano Financial, LLC. Joe Romano brings experience from previous roles at Wm. L. Marshall & Associates, Inc. and Johnson & Johnson (McNeil Consumer Products Company). Joe Romano holds a Bachelor’s Degree in Finance @ Penn State University. With a robust skill set that includes Management of client investment portfolios, Investment research and due diligence, Developing personal financial plans, Income tax and cash flow planning, Retirement and educational funding projections and more. Joe Romano has 1 emails and 3 mobile phone numbers on RocketReach.
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