Joseph Vinci Email & Phone Number
Vice President, Wealth Advisory Services and Global Wealth Solutions @ Raymond James
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Joseph Vinci Location
- New York, NY, US
Joseph Vinci Work
- Vice President, Wealth Advisory Services and Global Wealth Solutions @ (October 2023 - Present)
- Director, Investment Platforms @ (September 2016 - October 2023)
- Director, Advisory Solutions and Mutual Funds @ (January 2006 - September 2016)
- ACCESS Program Manager @ (June 1990 - December 2006)
- CSC Wholesaler and Tech Analyst @ (October 2000 - May 2003)
- Finance Manager and CAO @ PaineWebber Inc. (August 1997 - October 2000)
- Manager, Employee Programs @ PaineWebber Inc. (June 1990 - August 1997)
Joseph Vinci Education
- NYU Stern School of Business
BS (Management / Marketing)
1985-1989
Joseph Vinci Skills
- Mutual Funds
- Asset Allocation
- Series 7
- Fixed Income
- Equities
- Alternative Investments
- Wealth Management
- Product Management
- Series 63
- Investment Advisory
- Investment Management
- Vendor Management
- Financial Services
- Relationship Management
- ETFs
- Wealth Management Services
- relation
- Hedge Funds
- Customer Service
- Business Analysis
- Financial Analysis
- Analysis
- Management
- Leadership
Joseph Vinci Summary
- Joseph Vinci, based in New York, NY, US, is currently a Vice President, Wealth Advisory Services and Global Wealth Solutions at Raymond James. Joseph Vinci brings experience from previous roles at Alex. Brown, a Division of Raymond James, Deutsche Bank and UBS Wealth Management. Joseph Vinci holds a 1985 - 1989 BS in Management / Marketing @ NYU Stern School of Business. With a robust skill set that includes Mutual Funds, Asset Allocation, Series 7, Fixed Income, Equities and more. Joseph Vinci has 2 emails and 2 mobile phone numbers on RocketReach.
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