Joe Splendorio Email & Phone Number
Principal @ CWS Financial Advisors
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Joe Splendorio Location
- California, United States
Joe Splendorio Work
- Principal @ (February 2014 - Present)
- Financial Advisor @ (January 2011 - January 2014)
- Senior VP, Institutional Asian Equity Sales @ (January 2007 - January 2011)
- Vice President, Institutional Equity Sales @ (January 2001 - January 2007)
Joe Splendorio Education
- The University of Chicago Booth School of Business
CIMA Certification Program; Booth Executive Education (Financial Planning and Services)
2014-2014 - Cornell University
Bachelor of Science (BS) (Applied Economics and Management)
1997-2001
Joe Splendorio Skills
- Asset Allocation and Retirement Planning
- Asset Management
- Equities
- Finance
- Financial Advisory
- Holistic Planning and Investment Services
- Investment Management
- Investments
- Management
- Portfolio Management
- Series 7
- Small Business
- Wealth Management
Joe Splendorio Summary
- Joe Splendorio, based in California, United States, is currently a Principal at CWS Financial Advisors. Joe Splendorio brings experience from previous roles at Wells Fargo Advisors, Macquarie Group and Bank of America. Joe Splendorio holds a 2014 - 2014 CIMA Certification Program; Booth Executive Education in Financial Planning and Services @ The University of Chicago Booth School of Business. With a robust skill set that includes Asset Allocation and Retirement Planning, Asset Management, Equities, Finance, Financial Advisory and more. Joe Splendorio has 2 emails and 2 mobile phone numbers on RocketReach.
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