Joseph Devorak Email & Phone Number
VP, Wealth Advisor @ Compound
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Joseph Devorak Location
- Denver, CO, US
Joseph Devorak Work
- 2024 -now VP, Wealth Advisor @
- 2019 -2024 Financial Advisor @ Registered Investment Advisor
- 2019 -2019 Relationship Manager @ Large Bank
- 2015 -2019 Associate Finacial Consultant @ Large Investment Firm
Joseph Devorak Education
- Minnesota State University, Moorhead
Bachelor's degree (Biology, General)
2003-2007
Joseph Devorak Skills
- Relationship Management
- Trading
- Derivatives
- Credit Analysis
- Credit
- Intellectual Property
- Loans
- Leadership
- College Education Planning
- Microsoft Office
- Microsoft Word
- Team Building
- Budgeting
- Investments
- Public Speaking
- Portfolio Assessment
- Portfolio Risk
- Customer Service
- Asset Allocation
- Salesforce
- Retirement Planning
- Wealth Management
- Sales
- Financial Planning
- Financial Markets
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 University, Moorhead. With a robust skill set that includes Relationship Management, Trading, Derivatives, Credit Analysis, Credit and more.
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