Joseph Piatnik

Financial Consultant Partner

Joseph Piatnik is a high-skilled expert, who works in Charles Schwab main office of which is in 1096. on the position of Financial Consultant Partner since 2019. This expert gained professional experience in more than five positions at different companies. Joseph Piatnik went to the Bentley University and received education from 2014 to 2018. Joseph Piatnik has such professional qualifications as Bloomberg Market Concepts, Life Accident and Health Insurance Producer, and Series 7. New York, New York is the area, where this professional was known to be living. Joseph's email address and phone number can be easily accessed through SoftwareOfficial by request.
Name variants:
Jozeph Piatnik, Joe Piatnik, Joey Piatnik, Jo Piatnik, Jos Piatnik, Jody Piatnik, Guiseppe Piatnik, Sepp Piatnik
Last updated May 08, 2024

Contact Information

Last Update
Jul 8, 2022
Location
New York, NY
Company

Workplace

Charles Schwab
Financial Consultant Partner

San Francisco, CA

Industry

Financial Services, Security Broker/Dealer

Work History

Financial Consultant Partner

211 Main St, San Francisco, CA 94105
from Nov 2019

Financial Services Representative

6 Corporate Dr, Shelton, CT 06484
Nov 2018 — Apr 2019

Marketing Intern

1 Selleck St, Norwalk, CT 06855
o Assigned to the Polaris customer team and led the final commercialization of their consumer marketing website. Worked with multiple separate teams, including customer and tech divisions to...
May 2017 — Aug 2017

Operations Specialist and Patient Representative

30 Shelter Rock Rd, Danbury, CT 06810
o Led the development and consolidation of collateral materials into user-friendly tri-fold brochures for both physician and patient use. o Instructed patients on proper use and operation ...
May 2013 — Aug 2016

Owner's Assistant

o Expanded business sales into a new territory in Virginia. o Was responsible for thousands of dollars of cash receipts on a daily basis. o Trusted by the owner for various other aspects ...
May 2015 — Aug 2015

Education

2014 — 2018
2010 — 2014

Occupations

Financial Broker
Financial Consultant
Executive
Partner
Accountant
Finance and Accounting Specialist
Financial Services Professional
Financial Services Sales Agent
Chief Executive
Accounting Bookkeeper
Bookkeeper

Skills

Leadership
Microsoft Excel
Microsoft Office
Microsoft Word
Powerpoint
Public Speaking
Sales
Strategic Planning
Time Management
Marketing
Teamwork
Team Leadership
Management
Customer Service

FAQs about Joseph Piatnik

What's the profession of Joseph Piatnik?

This professional's job is Financial Consultant Partner

What jobs is Joseph Piatnik proficient at at?

Joseph is proficient at such jobs as Financial Broker and Financial Consultant.

Where does Joseph Piatnik currently live?

They lives in New York, New York.

How many companies did Joseph Piatnik work at?

Joseph Piatnik worked at five jobs.

What education does Joseph Piatnik have?

Joseph studied at the Bentley University from 2014 to 2018.

What are the certifications of Joseph Piatnik?

The professional received the following certifications: Bloomberg Market Concepts, Life Accident and Health Insurance Producer, Series 7, and Series 66.

What is the industry that Joseph Piatnik is connected to?

Joseph works in Financial Services industry.

Are there any professional skills Joseph Piatnik has?

This person has such skills as Leadership, Microsoft Excel, Microsoft Office, Microsoft Word, Powerpoint, Public Speaking, Sales, Strategic Planning, Time Management, Marketing, and Teamwork.
Login