Josh Espinosa's Location
Naples, Florida, United States
Josh Espinosa's Work
- Financial Advisor @ Ciccarelli Advisory Services, Inc.
- Investment Portfolio Specialist @ Raymond James
- Financial Planning Consultant @ Raymond James
- Due Diligence Analyst @ Raymond James
Josh Espinosa's Education
- MIT Sloan School of Management
(Management)
2015 - 2015 - University of Florida - Warrington College of Business
Master of Arts (International Business)
2006 - 2007 - University of Florida - Warrington College of Business
Master of Science (Business Management)
2005 - 2006
- University of Florida
Master of Science (Management, International Business)
2005 - 2006 - University of South Florida
Bachelor of Arts (International Relations)
2002 - 2004
Josh Espinosa's Skills
- Certified Investment Management Analyst
- Series 7
- Due Diligence
- Strategic Financial Planning
- Mutual Funds
- Securities
- Fixed Income
- Asset Allocation
- Finance
- Financial Advisory
Josh Espinosa's Summary
Josh Espinosa, based in Naples, Florida, United States, is currently a Financial Advisor at Ciccarelli Advisory Services, Inc., bringing experience from previous roles at Raymond James Financial, Inc.. Josh Espinosa holds a 2015 - 2015 MIT Sloan School of Management. With a robust skill set that includes Certified Investment Management Analyst, Series 7, Due Diligence, Strategic Financial Planning, Mutual Funds and more, Josh Espinosa contributes valuable insights to the industry. Josh Espinosa has 1 email and 1 mobile phone number on RocketReach.
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