Joe Splendorio's Location
Kalamazoo, MI, US
Joe Splendorio's Work
- Principal @ CWS Financial Advisors
- Financial Advisor @ Wells Fargo Advisors
- Senior VP, Institutional Asian Equity Sales @ Macquarie Group
- Vice President, Institutional Equity Sales @ Bank of America
Joe Splendorio's Education
- Cornell University
Bachelor of Science (BS) (Applied Economics and Management)
1997 - 2001 - The University of Chicago Booth School of Business
CIMA Certification Program; Booth Executive Education (Financial Planning and Services)
2014 - 2014
Joe Splendorio's Skills
- Holistic Planning and Investment Services
- Asset Allocation and Retirement Planning
- Investments
- Asset Management
- Equities
- Investment Management
- Finance
- Financial Advisory
- Management
- Small Business
Joe Splendorio's Summary
Joe Splendorio, based in Kalamazoo, MI, US, is currently a Principal at CWS Financial Advisors, bringing experience from previous roles at Wells Fargo Advisors, Macquarie Group and Bank of America. Joe Splendorio holds a 1997 - 2001 Bachelor of Science (BS) in Applied Economics and Management @ Cornell University. With a robust skill set that includes Holistic Planning and Investment Services, Asset Allocation and Retirement Planning, Investments, Asset Management, Equities and more, Joe Splendorio contributes valuable insights to the industry. Joe Splendorio has 6 emails and 1 mobile phone number on RocketReach.
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