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Joseph Panetta Location
New York, NY, US
Joseph Panetta Work
Executive Director @ (January 2024 - Present)
Overlay Portfolio Manager, Vice President @ (February 2014 - January 2024)
Overlay Portfolio Manager, Assistant Vice President @ (June 2009 - January 2024)
Overlay Portfolio Manager @ (June 2008 - June 2009)
Overlay Portfolio Manager @ (December 2005 - June 2008)
Portfolio Associate @ (July 1995 - December 2005)
Joseph Panetta Education
City University of New York-Brooklyn College
Bachelor of Science (B.S.) (Business, Management, and Finance)
1990-1995
Joseph Panetta Skills
Series 63
Series 7
Separately Managed Accounts
Series 65
Wealth Management
Investment Advisory
Equities
Asset Management
Investments
Investment Management
Portfolio Management
Wealth Management Services
Financial Services
Microsoft Office
Strategy
Leadership
Public Speaking
Joseph Panetta Summary
Joseph Panetta, based in New York, NY, US, is currently a Executive Director at Morgan Stanley. Joseph Panetta brings experience from previous roles at Morgan Stanley, Morgan Stanley Smith Barney, Citi and Legg Mason. Joseph Panetta holds a 1990 - 1995 Bachelor of Science (B.S.) in Business, Management, and Finance @ City University of New York-Brooklyn College. With a robust skill set that includes Series 63, Series 7, Separately Managed Accounts, Series 65, Wealth Management and more. Joseph Panetta has 1 emails and 3 mobile phone numbers on RocketReach.
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