Joseph Valerio Email & Phone Number
Financial Advisor Development Program @ Vanguard
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Joseph Valerio Location
- Fort Lauderdale, FL, US
Joseph Valerio Work
- Financial Advisor Development Program @ (April 2022 - Present)
- Client Relationship Advocate @ (September 2020 - April 2022)
- Personal Investing Intern @ (June 2020 - September 2020)
- Sales Representative @ (November 2018 - August 2019)
- Marketing Assistant @ (January 2018 - December 2018)
Joseph Valerio Education
- University of North Florida
(Finance)
2018-2021 - Bishop Kenny High School 2014-2018
- District Leadership Academy
(Organizational Leadership)
Joseph Valerio Skills
- Customer Service
- Entrepreneurship
- Estate Planning
- FinTech
- Investment Management
- Microsoft Excel
- Personal Financial Planning
- Social Media Marketing
- Tax Planning
Joseph Valerio Summary
- Joseph Valerio, based in Fort Lauderdale, FL, US, is currently a Financial Advisor Development Program at Vanguard. Joseph Valerio brings experience from previous roles at Fidelity Investments, Vivint and Aurora. Joseph Valerio holds a 2018 - 2021 University of North Florida. With a robust skill set that includes Customer Service, Entrepreneurship, Estate Planning, FinTech, Investment Management and more. Joseph Valerio has 3 emails and 1 mobile phone numbers on RocketReach.
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