Joseph Ricotta's Location

Boca Raton, FL, US

Joseph Ricotta's Work

  • SVP Wealth Management @ Citi
  • Senior Vice President @ Citi Personal Wealth Management
  • Senior Financial Advisor @ JPMorgan Chase & Co.

Joseph Ricotta's Education

  • City University of New York

    Bachelor of Arts - BA

Joseph Ricotta's Skills

  • Series 7
  • Series 63
  • Mutual Funds
  • Wealth Management
  • Investments
  • Alternative Investments
  • Portfolio Management
  • Strategic Financial Planning
  • Series 24
  • Retirement Planning

Joseph Ricotta's Summary

Joseph Ricotta, based in Boca Raton, FL, US, is currently a SVP Wealth Management at Citigroup, bringing experience from previous roles at Citi Personal Wealth Management and JPMorgan Chase. Joseph Ricotta holds a Bachelor of Arts - BA @ City University of New York. With a robust skill set that includes Series 7, Series 63, Mutual Funds, Wealth Management, Investments and more, Joseph Ricotta contributes valuable insights to the industry. Joseph Ricotta has 3 emails on RocketReach.
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