Joseph Ippolito Email & Phone Number
Regional Director, Financial Planning @ Edelman Financial Engines
Joseph Ippolito's Location
Atlanta, GA, US
Joseph Ippolito's Work
- Regional Director, Financial Planning @ Edelman Financial Engines
- @ Edelman Financial Engines
- Managing Director and Divisional Vice President 2014 -2021 @ TD Ameritrade
- Regional Branch Director (2012-2014) and Manager (2010-2012) @ TD Ameritrade
- Branch Manager @ Fidelity Investments
- Assistant Branch Manager @ Fidelity Investments
- Regional Branch Manager @ TD Ameritrade
- Vice President of Program Delivery and Learning and Development @ TD Waterhouse Discount Brokerage
- Sales Director, Northeast Region (2003-2004) and Branch Manager (2002-2003) @ TD Waterhouse Discount Brokerage
- Additional Experience: Positions of increasing responsibility with Charles Schwab (1997-2001) @ Charles Schwab
Joseph Ippolito's Education
- Cornell Executive Education
Accelerated Leader Program
- The Wharton School
Securities Institute Graduate 2021
- University of Central Florida
Bachelor of Arts, Psychology
Joseph Ippolito's Skills
- Equities
- Portfolio Management
- FINRA
- Securities
- Series 63
- Coaching
- Investments
- Relationship Management
- Risk Management
- Solutions
Joseph Ippolito's Summary
Joseph Ippolito, based in Atlanta, GA, US, is currently a Regional Director, Financial Planning at Edelman Financial Engines, bringing experience from previous roles at Edelman Financial Engines, TD Ameritrade and Fidelity Investments. Joseph Ippolito holds a Accelerated Leader Program @ Cornell Executive Education. With a robust skill set that includes Equities, Portfolio Management, FINRA, Securities, Series 63 and more, Joseph Ippolito contributes valuable insights to the industry. Joseph Ippolito has 3 emails and 1 mobile phone number on RocketReach.
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