Joseph Manfredi Email & Phone Number
Chief Operating Officer @ Baltimore-Washington Financial Advisors
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Joseph Manfredi Location
- Columbia, MD, US
Joseph Manfredi Work
- Chief Operating Officer @ (January 2015 - Present)
- Senior Vice President @ (January 2009 - January 2015)
- Executive Director @ (January 2001 - January 2009)
- Vice President @ (January 1993 - January 2001)
- Financial Consultant @ (January 1986 - January 1993)
Joseph Manfredi Education
- Fordham University - Graduate School of Business Administration 1988-1991
- Fordham University 1982-1986
Joseph Manfredi Skills
- Wealth Management
- Portfolio Management
- Investment Advisory
- Series 7
- Series 63
- Asset Allocation
- Virginia Insurance license
- Series 8
- Investments
- Software Quality Assurance
- Business Development
- Tax
- Securities
- Financial Analysis
- Project Management
Joseph Manfredi Summary
- Joseph Manfredi, based in Columbia, MD, US, is currently a Chief Operating Officer at Baltimore-Washington Financial Advisors. Joseph Manfredi brings experience from previous roles at Wells Fargo Advisors, LLC, UBS Wealth Management, Prudential Securities and Merrill Lynch. Joseph Manfredi holds a 1988 - 1991 Fordham University - Graduate School of Business Administration. With a robust skill set that includes Wealth Management, Portfolio Management, Investment Advisory, Series 7, Series 63 and more. Joseph Manfredi has 2 emails and 1 mobile phone numbers on RocketReach.
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