Joseph Shin Email & Phone Number
Principal, Senior Client Advisor @ Bessemer Trust
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Joseph Shin Location
- Chicago, IL, US
Joseph Shin Work
- Principal, Senior Client Advisor @ (July 2006 - Present)
- Financial Planning Consultant @ (July 2004 - July 2006)
- Investment Consultant @ (March 1999 - July 2004)
Joseph Shin Education
- Cornell University - S.C. Johnson Graduate School of Management
Master of Business Administration (M.B.A.)
- Rutgers, The State University of New Jersey - Rutgers Business School
Bachelor's degree
- Carnegie Mellon University
Joseph Shin Skills
- Asset Allocation
- Private Banking
- Portfolio Management
- Estate Planning
- Business Development
- Wealth Management
- Investments
- Investment Advisory
- Strategic Financial Planning
- High Net Worth Individuals
- Tax
- Alternative Investments
- Investment Strategies
- Risk Management
- Asset Management
- Hedge Funds
- Trusts
- Financial Planning
- Strategic Planning
- Program Management
- Marketing
- Training
- Leadership
- Account Management
- Integration
Joseph Shin Summary
- Joseph Shin, based in Chicago, IL, US, is currently a Principal, Senior Client Advisor at Bessemer Trust. Joseph Shin brings experience from previous roles at Fidelity Investments and Charles Schwab & Co., Inc.. Joseph Shin holds a Master of Business Administration (M.B.A.) @ Cornell University - S.C. Johnson Graduate School of Management . With a robust skill set that includes Asset Allocation, Private Banking, Portfolio Management, Estate Planning, Business Development and more. Joseph Shin has 6 emails and 4 mobile phone numbers on RocketReach.
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