Joseph Topp Email & Phone Number
Principal, Senior Vice President - Investment Consulting Services @ Francis LLC
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Joseph Topp Location
- Milwaukee, WI, US
Joseph Topp Work
- 2000 -now Principal, Senior Vice President - Investment Consulting Services @
- 1990 -2000 Chief Financial Officer @ Delzer Lithograph Co
- 1985 -1990 In Charge Accountant @ Conley McDonald Sprague (now Baker Tilly)
Joseph Topp Education
- Marquette University
BS (Accounting)
1980-1984 - Marquette University High School 1976-1980
Joseph Topp Skills
- Mutual Funds
- Investments
- Asset Allocation
- Retirement
- Qualified Retirement Plans
- Investment Advisory Services
- Asset Management
- Investment Management
- Retirement Planning
- Financial Services
- Defined Contribution
- Investment Advisory
- ERISA
- Defined Benefit
- Retirement Plan Consulting
- Retirement Benefits
- Institutional Investments
- Asset Managment
- Basketball Coaching
- Participant Education
- Participant Advice
- Recordkeeper Evaluations
- Vendor Fee Negotiations
- 401k
- Roth 401(k)
- Plan Compliance Review
- Plan Benchmarking
- Institutional Investors
- Trust & Custodial Services
- Separately Managed Accounts
- Youth Sports
- Management
- Finance
- Strategic Planning
- 401(k) Retirement Savings Plans
Joseph Topp Summary
- Joseph Topp, based in Milwaukee, WI, US, is currently a Principal, Senior Vice President - Investment Consulting Services at Francis LLC. Joseph Topp brings experience from previous roles at Delzer Lithograph Co and Conley McDonald Sprague (now Baker Tilly). Joseph Topp holds a 1980 - 1984 BS in Accounting @ Marquette University. With a robust skill set that includes Mutual Funds, Investments, Asset Allocation, Retirement, Qualified Retirement Plans and more. Joseph Topp has 3 emails and 1 mobile phone numbers on RocketReach.
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Top Francis LLC Employees
Michael J.
President
Brookfield, WI, US
Dave Mandel
Vice President- Investment Consultant, Regional Director
Saint Paul, MN, US
Sally Gebauer
Financial Wellness Services Manager
Brookfield, WI, US
Kevin Skow
Vice President Retirement Plan Consultant, Regional Director
Saint Paul, MN, US
Timothy Shirk
Financial Planner
Milwaukee, WI, US
Kevin Roloff
Principal | Director of Research
Brookfield, WI, US
Kasey Miller
Marketing Manager
Milwaukee, WI, US
Pedro Dominguez
Financial Planner
Sauk City, WI, US
Macy Fallico
Senior Research Analyst
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Peter Castro
Financial Planner
St. Louis, MO, US
Anne Loppnow
Investment Consulting Coordinator
Milwaukee, WI, US
Vanessa Franco
Financial Planner
United States
Daniel Kim
Research Analyst
Brookfield, WI, US
Elizabeth Aidoo
Director of DEI and Servicios en Español, Financial Planner
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