Chief Financial Officer @ Delzer Lithograph Co (January 1990 - January 2000)
In Charge Accountant @ Conley McDonald Sprague (now Baker Tilly) (January 1985 - January 1990)
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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