Joseph Dimaio Email
Senior Wealth Advisor @ Wick Capital Partners
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Joseph Dimaio Location
- Philadelphia, PA, US
Joseph Dimaio Work
- Senior Wealth Advisor @ (August 2023 - Present)
- Senior Vice President @ (July 2018 - August 2023)
- Investment Advisor @ West Capital Management (October 2002 - June 2018)
- Vice President, Advisor and Senior Relationship Manager @ Wilmington Trust Company (February 2000 - July 2002)
- Vice President @ CoreStates Asset Management & Trust Company (now Wells Fargo) (January 1994 - January 1999)
- Vice President @ (January 1990 - January 1994)
Joseph Dimaio Education
- Smith School of Business, University of Maryland
B.S. (Finance)
Joseph Dimaio Skills
- Alternative and private investments
- Asset Allocation
- Business Development
- Business Relationship Management
- Business Sucession Planning
- Charitable Trusts
- Company Retirement Plan Design
- Corporate retirement plan consulting
- Cross-Selling
- Employee Retirement Plan Communications
- Family Wealth Management
- Investment Strategies
- Investment advisory
- Multi-generational wealth transfer
- New Business Opportunities
- Personal Financial Planning
- Private Investment
- Private Wealth Management
- Retirement Income Strategies
- Retirement Planning
- Trust Services
- Trusts
- Wealth Accumulation
- Wealth Management
- Wealth Management Services
- Wealth Preservation Planning
- employee retiement plan communications
Joseph Dimaio Summary
- Joseph Dimaio, based in Philadelphia, PA, US, is currently a Senior Wealth Advisor at Wick Capital Partners. Joseph Dimaio brings experience from previous roles at Bryn Mawr Trust, West Capital Management, Wilmington Trust Company and CoreStates Asset Management & Trust Company (now Wells Fargo). Joseph Dimaio holds a B.S. in Finance @ Smith School of Business, University of Maryland. With a robust skill set that includes Alternative and private investments , Asset Allocation, Business Development, Business Relationship Management, Business Sucession Planning and more. Joseph Dimaio has 3 emails on RocketReach.
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