2013 -2016 Branch Manager @ INTL FCStone Financial Inc.
2007 -2014 Chief Compliance Officer @ First American Capital and Trading Corp.
1999 -2007 Branch Manager @ First Discount Brokerage
William Jo Education
Florida Atlantic University 1991-1995
William Jo Skills
Alternative Investments
Series 63
Fixed Annuities
Fixed Income
Insurance
Portfolio Management
Investments
Financial Risk
Relationship Management
Vendor Management
Finance
Series 4
Investment Advisory
Financial Services
Equities
Wealth Management
Mutual Funds
AML
FDCPA
FINRA
Strategic Financial Planning
Microsoft Excel
New Business Development
Risk Management
Asset Management
Customer Service
Financial Analysis
Seies 66
Series 24
Financial Reporting
Trading
KYC
Loans
FHA
Options
Series 7
Securities
Hedge Funds
Financial Markets
William Jo Summary
William Jo, based in Boca Raton, FL, US, is currently a Director- Securities Client Onboarding at StoneX Group Inc.. William Jo brings experience from previous roles at INTL FCStone Financial Inc., First American Capital and Trading Corp. and First Discount Brokerage. William Jo holds a 1991 - 1995 Florida Atlantic University. With a robust skill set that includes Alternative Investments, Series 63, Fixed Annuities, Fixed Income, Insurance and more. William Jo has 2 emails and 1 mobile phone numbers on RocketReach.
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