Joseph Devorak Email & Phone Number
VP, Wealth Advisor @ Compound
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Joseph Devorak Location
- Denver, CO, US
Joseph Devorak Work
- VP, Wealth Advisor @ (March 2024 - Present)
- Financial Advisor @ Registered Investment Advisor (October 2019 - March 2024)
- Relationship Manager @ Large Bank (June 2019 - October 2019)
- Associate Finacial Consultant @ Large Investment Firm (March 2015 - June 2019)
Joseph Devorak Education
- Minnesota State Moorhead
Bachelor's degree (Biology, General)
2003-2007
Joseph Devorak Skills
- Asset Allocation
- Budgeting
- College Education Planning
- Customer Service
- Financial Markets
- Financial planning
- Investments
- Leadership
- Microsoft Office
- Microsoft Word
- Portfolio Assessment
- Portfolio Risk
- Public Speaking
- Retirement Planning
- Sales
- Salesforce
- Team Building
- Wealth Management
- Relationship Management
- Trading
- Derivatives
- Credit Analysis
- Credit
- Intellectual Property
- Loans
Joseph Devorak Summary
- Joseph Devorak, based in Denver, CO, US, is currently a VP, Wealth Advisor at Compound. Joseph Devorak brings experience from previous roles at Registered Investment Advisor, Large Bank and Large Investment Firm. Joseph Devorak holds a 2003 - 2007 Bachelor's degree in Biology, General @ Minnesota State Moorhead. With a robust skill set that includes Asset Allocation, Budgeting, College Education Planning, Customer Service, Financial Markets and more. Joseph Devorak has 1 mobile phone numbers on RocketReach.
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