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
- 2015 -now Chief Operating Officer @
- 2009 -2015 Senior Vice President @
- 2001 -2009 Executive Director @
- 1993 -2001 Vice President @
- 1986 -1993 Financial Consultant @
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 1 emails and 1 mobile phone numbers on RocketReach.
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