Joel Roberts Email & Phone Number
Founder and CEO @ Brescor Wealth Advisory LLC
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Joel Roberts Location
- Boston, MA, US
Joel Roberts Work
- Founder and CEO @ (March 2024 - Present)
- Financial Planner @ Freelance (January 2023 - February 2024)
- Director @ (January 2021 - December 2022)
- Chief Operating Officer and Director of Financial Planning @ (September 2007 - December 2020)
- Consultant @ Fulcrum Fund Services (Cayman) Limited (July 2006 - November 2006)
Joel Roberts Education
- Boston University
Master of Business Administration
2005-2007 - Brandeis University
Bachelor of Arts
1996-2000
Joel Roberts Skills
- Writing
- PowerPoint
- Economics
- Business
- Valuation
- Distressed Debt
- Stock Trading
- Portfolio Management
- Investments
- Bloomberg
- Finance
- Strategy
- Asset Managment
- Financial Services
- Equities
- Creative Writing
- Equity Research
- Microsoft Office
- Qas
- Microsoft Word
- Microsoft Excel
- Asset Management
- Financial Analysis
- Management
- Trading
- Analysis
- Investment Management
- Certified Financial Planner
- Financial Planning
- Retirement Income Certified Professional
Joel Roberts Summary
- Joel Roberts, based in Boston, MA, US, is currently a Founder and CEO at Brescor Wealth Advisory LLC. Joel Roberts brings experience from previous roles at Freelance, Private Family Office, J.P. Marvel Wealth Management and Fulcrum Fund Services (Cayman) Limited. Joel Roberts holds a 2005 - 2007 Master of Business Administration @ Boston University. With a robust skill set that includes Writing, PowerPoint, Economics, Business, Valuation and more. Joel Roberts has 1 emails and 2 mobile phone numbers on RocketReach.
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