1997 -2005 Financial Advisor 2000-2005 Consulting Group Analyst 1997-2000 @ Smith Barney
1996 -1997 Fixed Income Credit Analyst @ Texas Commerce Bank/Chase Bank of Texas
Joe Stassi Education
The University of Texas at Austin
BS (Communications)
1984-1986
Joe Stassi Skills
Financial Analysis
Sales
Microsoft Excel
Strategic Planning
Zephyr Style Advisor
Asset Allocation
Series 63
Investments
Wealth
Bonos
Joe Stassi Summary
Joe Stassi, based in Sugar Land, TX, US, is currently a Financial Consultant at Compass Plan Wealth Strategies/ LPL Financial. Joe Stassi brings experience from previous roles at Upstream Investment Partners, LLC/ LPL Financial, Upstream Investment Partners LLC /Sigma Financial Corporation, Williams Financial Group and Amerprise Financial. Joe Stassi holds a 1984 - 1986 BS in Communications @ The University of Texas at Austin. With a robust skill set that includes Financial Analysis, Sales, Microsoft Excel, Strategic Planning, Zephyr Style Advisor and more. Joe Stassi has 2 emails and 2 mobile phone numbers on RocketReach.
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