Joseph Romano Email & Phone Number
President, Founding Partner @ Fortem Financial
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Joseph Romano Location
- Palm Desert, CA, US
Joseph Romano Work
- 2016 -now President, Founding Partner @
- 2012 -now Member @
- 2011 -now Volunteer @
- 2011 -2016 Managing Director, Partner @
- 1998 -2011 First Vice President - Investments @
Joseph Romano Education
- Kent State University
BA (Marketing)
1995-1998
Joseph Romano Skills
- Financial Planning
- Wealth Management
- Private Wealth Management
- Portfolio Management
- Alternative Investments
- Derivatives
- Private Banking
- Equities
- Investments
- Business Strategy
- Planning
- Fixed Income
- Asset Management
- Hedge Funds
- Asset Allocation
- FX
- Retirement Planning
- Investment Advisory
- Structured Products
- Commodities
- Investment Banking
- Estate Planning
- Options
- Swaps
- Hedging
- Bonds
- Mutual Funds
- Risk Management
- Private Equity
- Credit
- Investment Strategies
- Managed Futures
- Managed Accounts
- Trading
- Retirement Income Strategies
- Series 7
- Series 66
- Finance
- Project Planning
- Investment Management
- Wealth Management Services
- Financial Advisory
- Series 63
- Strategic Financial Planning
- FINRA
- Wealth
- Financial Services
- Venture Capital
- Retirement
- Private Wealth
- Retirement Income
- Strategic Financial
Joseph Romano Summary
- Joseph Romano, based in Palm Desert, CA, US, is currently a President, Founding Partner at Fortem Financial. Joseph Romano brings experience from previous roles at Young Presidents' Organization(YPO), St. Jude Children's Research Hospital - ALSAC, HighTower and Merrill Lynch. Joseph Romano holds a 1995 - 1998 BA in Marketing @ Kent State University. With a robust skill set that includes Financial Planning, Wealth Management, Private Wealth Management, Portfolio Management, Alternative Investments and more. Joseph Romano has 3 emails and 1 mobile phone numbers on RocketReach.
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