Jack Filippo is a skilled professional, working in Northwestern Mutual main office of which is in 149. as a Financial Advisor since 2016. Jack gained professional experience in more than five positions at various companies. Jack Filippo went to the The College of New Jersey and got education from 2000 to 2000. Jack has the following qualifications: Series 7, Series 63, and Life & Health Ins. New York, New York is the city, where this expert was lastly known to be situated. This professional's email address and phone number are easily accessed through SoftwareOfficial by request.
Name variants:
Jackie Filippo,
Jacky Filippo,
Bud Filippo
Last updated May 18, 2024
Contact Information
Workplace
Financial Advisor
Milwaukee, WI
Industry
Financial Services, Insurance Agent/Broker, Financial Advisor, Insurance Companies, Security Brokers, Dealers, and
Colleagues
Work History
Financial Advisor
720 east Wisconsin Ave, Milwaukee, WI 53202
Short and Long term financial planning with an emphasis on maximizing the use of tax deferred vehicles
Asset and Income protection utilizing various insurance solutions to aid in wealth pr...
from Oct 2016
Senior Trader
60 Madison Ave, New York, NY 10010
Develop and present strategies weekly to C-Suite, active traders, risk management, and portfolio managers with global macro, long/short, and event driven strategies.
Influence key decision...
Jul 2015 — Sep 2016
Portfolio Manager
90 Park Ave, New York, NY 10016
Executed over 50 million shares annually on a variety of front end platforms in US Equity markets
Acted as mentor and consultant, advised senior and junior traders on trade analysis, team ...
Jul 2014 — Jul 2015
Portfolio Manager
New York
Beta tested multiple software platforms pre-firm wide release to determine value and remedy potential problems
Acted as liaison between senior management and senior traders maximizing p...
2004 — 2014
Financial Advisor
Served as Financial Advisor and managed high net-worth clients in the volatile financial and global macro landscape surrounding 9/11 and the ensuing market instability
Worked in a team env...
2000 — 2002
Education
2000 — 2000
1995 — 1999
Occupations
Financial Broker
Financial Consultant
Trader
Managers
Executive
Partner
Financial Services Professional
Financial Services Sales Agent
Capital Markets Professional
Chief Executive
Skills
Theme and Trend Inflections
Risk Management
Forecasting
Portfolio Management
Intra Day and Swing Trading
Recruitment
Quantitative Analytics
Trading
Investments
Financial Markets
Equities
FAQs about Jack Filippo
What is the main profession of Jack Filippo?
Jack Filippo is a Financial Advisor.
What are the profession of The professional?
These person's professions are Financial Broker and Financial Consultant
Where does Jack Filippo currently live?
New York, New York is the place where Jack Filippo lives
How many companies did Jack Filippo work at?
Jack Filippo worked at five jobs.
Where has Jack Filippo studied?
Jack studied at the College of New Jersey from 2000 to 2000.
Are there any certifications, that Jack Filippo has?
This professional received the following certifications: Series 7, Series 63, Life & Health Ins, Financial Industry Regulatory Authority (Finra), and Series 66.
What languages does Jack Filippo speak?
Jack Filippo speaks English.
Are there any special industries, that Jack Filippo works in?
This person works in Internet industry.