Since 2018, Joseph Todaro has been working in Worden Capital Managment located 4, 4. This professional is a high-skilled Private Wealth Manager with over three years of work experience. According to Joseph's CV and work profile, Joseph Todaro has worked at more than four companies with diverse backgrounds and gained different skills. Joseph attended school at the Farmingdale State College from 2009 to 2014. Joseph can be found in New York, New York – where this person currently lives. You can search for this expert's email address and number. We can also provide you exhaustive contact information upon request.
Name variants:
Jozeph Todaro,
Joe Todaro,
Joey Todaro,
Jo Todaro,
Jos Todaro,
Jody Todaro,
Guiseppe Todaro,
Sepp Todaro
Last updated May 29, 2024
Contact Information
Last Update
Jul 10, 2022
Email
jo**@wordencapital.com
Location
New York, NY
Company
Workplace
Colleagues
Work History
Private Wealth Manager
40 Wall Street Ct FLOOR 7, New York, NY 10005
Built a book of 250+ high and ultra-high net worth clients
Trade clients’ accounts simultaneously based on their individual investment needs
Maintain an average of 10+ new clients each mo...
from Mar 2018
Financial Consultant
I have generated hundreds of new clients in multiple time zones all over the world.
Developed a client base through various methods of business development including cold calling, market r...
Aug 2012 — Apr 2015
Senior Financial Advisor
546 5Th Ave, New York, NY 10036
Maintained and grew a book of 100
high and ultra-high net worth clients
Prospected new business through cold calling and earned referrals
Continuously exceeded sales and new client goals...
from Apr 2015
Financial Consultant
Fort Lauderdale, FL
Maintained and generated new clients through cold calling and referral-based business
Executed listed equity and option trades for clients based on my investment recommendations and their ...
Feb 2012 — Aug 2012
Education
Occupations
Executive
Manager
Advisor
Accountant
Finance and Accounting Specialist
Financial Broker
Financial Consultant
Marketer
Market Analyst
Operations Manager
Accounting Bookkeeper
Bookkeeper
Financial Services Professional
Financial Services Sales Agent
Market Research Analyst
Skills
Series 7
Series 63
Financial Analysis
Client Relations
Communication
People Skills
People Management
Sales Management
Account Management
Phone Etiquette
Microsoft Office
Microsoft Excel
Microsoft Word
Sales
Equity Trading
FAQs about Joseph Todaro
What is the profession of Joseph Todaro?
This professional's job is Private Wealth Manager
What are the profession of This expert?
These person's professions are Executive and Manager
Where does Joseph Todaro currently live?
The professional currently lives in New York, New York.
Does the professional have the email address?
jo**@wordencapital.com is The expert's email address.
Where did Joseph Todaro work?
Joseph Todaro worked at Worden Capital Managment Llc, Rockwell Global Capital.
What education does Joseph Todaro have?
Joseph studied at the Farmingdale State College from 2009 to 2014.
What languages does Joseph Todaro speak?
Joseph Todaro speaks English and Italian.
Are there any special industries Joseph Todaro works in?
This person works in Financial Services industry.