Director of Asset Management @ (December 2012 - September 2022)
Sr. Investment Manager @ (March 2000 - December 2012)
Joe Rorke Education
Iowa State University - Ivy College of Business
Bachelor's degree (Finance, General)
1985-1989
Joe Rorke Skills
Alternative Investments
Asset Allocation
Asset Management
Bonds
Credit
Credit Analysis
Equities
Finance
Financial Analysis
Financial Planning
Fixed Income
Hedge Funds
High Net Worth Individuals
Investment Advisory
Investment Management
Investment Strategies
Investments
Loans
Mutual Funds
Portfolio Management
Private Banking
Private Equity
Private Wealth Management
Retirement Planning
Securities
Series 63
Series 7
Strategic Financial Planning
Wealth Management
Wealth Management Services
Marketing
Strategy
Leadership
Research
Microsoft Excel
Management
Process Improvement
Joe Rorke Summary
Joe Rorke, based in Minneapolis, MN, US, is currently a Investment Management, Partner at Callan Family Office. Joe Rorke brings experience from previous roles at Abbot Downing and Wells Fargo. Joe Rorke holds a 1985 - 1989 Bachelor's degree in Finance, General @ Iowa State University - Ivy College of Business. With a robust skill set that includes Alternative Investments, Asset Allocation, Asset Management, Bonds, Credit and more. Joe Rorke has 3 mobile phone numbers on RocketReach.
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