![Joe Colella](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Joseph A. Colella worked as a Financial Planning Analyst at Allegheny Financial Group Ltd. in 2009, a Portfolio & Financial Planning Specialist at PRIMESolutions Advisors LLC, and a Principal at BNY Mellon Capital Markets LLC in 2008.
Anciens postes connus de Joe Colella
| Sociétés | Poste | Fin |
|---|---|---|
Allegheny Financial Group Ltd.
 Allegheny Financial Group Ltd. Investment ManagersFinance Allegheny places a strong emphasis on the financial planning process. The firm analyzes assets and liabilities and evaluates risk tolerance to develop a clear picture of their clients’ financial status. This enables them to build a plan to meet each client’s objectives. | Corporate Officer/Principal | 31/12/2009 |
BNY Mellon Capital Markets LLC
 BNY Mellon Capital Markets LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 31/12/2008 |
PRIMESolutions Advisors LLC
 PRIMESolutions Advisors LLC Investment ManagersFinance PSA rigorously screens and researches investment opportunities for the criteria that best suit the individual client's needs, then selects the most appropriate from a wide selection of non-proprietary, no-load/load waived mutual funds, as well as the broad equity and bond marketplace. | Gestionnaire de Portefeuille-Actions | - |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
2
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Allegheny Financial Group Ltd.
Allegheny Financial Group Ltd. Investment ManagersFinance Allegheny places a strong emphasis on the financial planning process. The firm analyzes assets and liabilities and evaluates risk tolerance to develop a clear picture of their clients’ financial status. This enables them to build a plan to meet each client’s objectives. | Finance |
PRIMESolutions Advisors LLC
PRIMESolutions Advisors LLC Investment ManagersFinance PSA rigorously screens and researches investment opportunities for the criteria that best suit the individual client's needs, then selects the most appropriate from a wide selection of non-proprietary, no-load/load waived mutual funds, as well as the broad equity and bond marketplace. | Finance |
BNY Mellon Capital Markets LLC
BNY Mellon Capital Markets LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
