Joseph Pezzo Email & Phone Number
Financial Advisor @ Corporate Plans Retirement Strategies LLC
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Joseph Pezzo Location
- New York, NY, US
Joseph Pezzo Work
- Financial Advisor @ (April 2022 - Present)
- Registered Representative | Investment Adviser Representative @ (January 2019 - March 2022)
- Financial Representative @ (May 2018 - December 2018)
- Senior International Tax Accountant @ (December 2016 - May 2018)
- Tax Associate, International Tax @ (October 2015 - December 2016)
- Tax Accountant, International Taxes @ (August 2014 - September 2015)
- Insurance Agent @ (November 2013 - May 2014)
Joseph Pezzo Education
- University of Michigan - Stephen M. Ross School of Business
Master's Degree (Accounting)
2012-2013 - University of Michigan College of Literature, Science, and the Arts
Bachelor's Degree (Sociology)
2007-2011
Joseph Pezzo Skills
- 401(k) Rollovers
- Accounting
- Annuities Strategies
- Critical Thinking
- Disability Insurance
- Employee Benefits
- Finance
- Financial Analysis
- IRA Rollovers
- Insurance Strategies
- Investments
- Life Insurance Strategies
- Long-Term Care Insurance
- Problem Solving
- Retirement Income Strategies
- Retirement Planning
- Tax
- Tax Preparation
Joseph Pezzo Summary
- Joseph Pezzo, based in New York, NY, US, is currently a Financial Advisor at Corporate Plans Retirement Strategies LLC. Joseph Pezzo brings experience from previous roles at TrueNorth Financial Solutions, Northwestern Mutual, Curtis Instruments, Inc. and Gartner. Joseph Pezzo holds a 2012 - 2013 Master's Degree in Accounting @ University of Michigan - Stephen M. Ross School of Business. With a robust skill set that includes 401(k) Rollovers, Accounting, Annuities Strategies, Critical Thinking, Disability Insurance and more. Joseph Pezzo has 1 emails and 1 mobile phone numbers on RocketReach.
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