Senior Investment Advisor @ (July 2024 - July 2025)
Portfolio Manager @ (May 2022 - June 2024)
Assistant Vice President, Equities and Securities Service @ (July 2020 - June 2022)
Equities and Securities Services Analyst @ (July 2018 - July 2020)
Markets and Securities Services Summer Analyst @ (June 2017 - August 2017)
Sales Specialist Summer Analyst (Financial and Risk) @ (June 2016 - August 2016)
Sales and Marketing Assistant @ (June 2015 - August 2015)
Joseph Nappi Education
Marist University
Business Administration and Management (Finance Concentration)
2014-2018
Hong Kong International School
High School Diploma
2010-2014
Joseph Nappi Skills
Leadership
Microsoft Office
Management
Microsoft Word
Project Management
PowerPoint
Research
Microsoft Excel
Public Speaking
Customer Service
Joseph Nappi Summary
Joseph Nappi, based in Plano, TX, US, is currently a Partner | Portfolio Manager at Legacy Folios. Joseph Nappi brings experience from previous roles at Peak American Financial Companies, Inc., Merrill Lynch and Citi. Joseph Nappi holds a 2014 - 2018 Business Administration and Management in Finance Concentration @ Marist University. With a robust skill set that includes Leadership, Microsoft Office, Management, Microsoft Word, Project Management and more. Joseph Nappi has 1 emails on RocketReach.
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