Joseph Caputo Email & Phone Number
Chief Information Officer and Associate Portfolio Manager @ Baltimore-Washington Financial Advisors
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Joseph Caputo Location
- Baltimore, MD, US
Joseph Caputo Work
- Chief Information Officer and Associate Portfolio Manager @ (September 2012 - Present)
- Regional Compliance Specialist - Supervisor @ Wells Fargo Advisors, LLC. (July 2007 - September 2012)
- Retirement Plan Consultant @ T.Rowe Price (March 2006 - July 2007)
- Loan Officer @ (January 2004 - January 2006)
Joseph Caputo Education
- Frostburg State University
Bachelor of Science (Political Science)
2001-2004 - Strayer University-Maryland
MBA - In Process
Joseph Caputo Skills
- 401k
- Asset Allocation
- Asset Management
- Estate Planning
- Financial Advisory
- Financial Services
- High Net Worth Individuals
- Investment Advisory Services
- Portfolio Management
- Redtail CRM
- Retirement Planning
- SEO
- Series 7, 9&10, 63, 65, 31
- Wealth Management
Joseph Caputo Summary
- Joseph Caputo, based in Baltimore, MD, US, is currently a Chief Information Officer and Associate Portfolio Manager at Baltimore Washington Financial Advisors. Joseph Caputo brings experience from previous roles at Wells Fargo Advisors, LLC., T.Rowe Price and CoreStar Financial Group. Joseph Caputo holds a 2001 - 2004 Bachelor of Science in Political Science @ Frostburg State University. With a robust skill set that includes 401k, Asset Allocation, Asset Management, Estate Planning, Financial Advisory and more. Joseph Caputo has 2 emails and 3 mobile phone numbers on RocketReach.
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