2018 -
2020 Functional Consultant @ Accenture Innovation Center for Finance & Risk New York
2016 -
2018 Retirement Strategist @
2015 -
2016 Consultant @ Markola, LLC
2007 -
2015 Director of Investments @ 3 Dimensional Wealth Advisory
2006 -
2007 Consultant @ Quan-Vest Consultants, Inc.
2001 -
2006 Senior Portfolio Strategist @
1998 -
2001 Vice President, Equity Research Marketing @
Joseph Labella Education
Fairfield University
Bachelor of Arts - BA (Economics)
Joseph Labella Skills
Financial Analysis
High Net Worth Individuals
Finance
Investment Strategies
Marketing Strategy
Securities
Wealth Management
Wealth Management Services
Fixed Income
FINRA
Alternative Investments
Equities
Equity Research
Asset Management
Microsoft Word
Bloomberg
Series 65
PowerPoint
Mutual Funds
Financial Services
Asset Managment
Microsoft Excel
Customer Service
Management
Retirement Planning
Financial Planning
Financial Markets
Smart Beta
Investment Advisory
Hedge Funds
Options
Financial Modeling
Asset Allocation
Retirement Plan Consulting
Financial Advisory
Series 63
Portfolio Management
Capital Markets
Quantitative Analytics
Series 7
Managed Futures
Investments
Leadership
Public Speaking
ETFs
Investment Management
Options Strategies
Joseph Labella Summary
Joseph Labella, based in New York, NY, US, is currently a Vice President at J.P. Morgan. Joseph Labella brings experience from previous roles at Cutter Associates, Accenture Innovation Center for Finance & Risk New York, Voya Investment Management and Markola, LLC. Joseph Labella holds a Bachelor of Arts - BA in Economics @ Fairfield University. With a robust skill set that includes Financial Analysis, High Net Worth Individuals, Finance, Investment Strategies, Marketing Strategy and more. Joseph Labella has 3 emails and 1 mobile phone numbers on RocketReach.
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