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Joseph Trucano Location
New York, NY, US
Joseph Trucano Work
Director of Financial Planning @ (May 2014 - Present)
Senior Registered Client Service Associate @ (June 2013 - May 2014)
Assistant Vice President @ (June 2011 - June 2013)
Client Associate @ (September 2010 - June 2011)
Joseph Trucano Education
Rutgers, The State University of New Jersey-New Brunswick
B.A. (Economics, History Minor)
2007-2011
College for Financial Planning
Joseph Trucano Skills
Financial Planning
Investment Management
Wealth Management Services
Wealth Management
Asset Management
Joseph Trucano Summary
Joseph Trucano, based in New York, NY, US, is currently a Director of Financial Planning at Oliver Luxxe Assets LLC. Joseph Trucano brings experience from previous roles at UBS Financial Services Inc., Bank of America Merrill Lynch and Merrill Lynch. Joseph Trucano holds a 2007 - 2011 B.A. in Economics, History Minor @ Rutgers, The State University of New Jersey-New Brunswick. With a robust skill set that includes Financial Planning, Investment Management, Wealth Management Services, Wealth Management, Asset Management and more. Joseph Trucano has 3 emails and 1 mobile phone numbers on RocketReach.
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