![Joseph Foy](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
Mr. Joseph Foy is an Investment Analyst at Ogorek Wealth Management LLC.
He is responsible for executing investment trades, maintaining portfolio reporting software, completing compliance forms, running billing processes and posting client quarterly reports.
He also assists the Portfolio Manager on research projects and with other ad hoc requests.
Mr. Foy was previously employed as a Transaction Capture Analyst by Citi Fund Services, Inc.
He received his undergraduate degree from Canisius College.
Postes actifs de Joseph Foy
| Sociétés | Poste | Début |
|---|---|---|
Ogorek Wealth Management LLC
 Ogorek Wealth Management LLC Investment ManagersFinance Ogorek constructs an investment portfolio, consisting of mutual funds and/or exchange-traded funds (ETFs) to achieve the client’s investment goals. The firm may also utilize individual stocks and/or bonds to meet the needs of clients. | Analyst-Equity | 01/03/2021 |
Anciens postes connus de Joseph Foy
| Sociétés | Poste | Fin |
|---|---|---|
Citi Fund Services, Inc.
 Citi Fund Services, Inc. Domestic and international investment managers; administration and accounting, transfer agency and shareholder services, compliance and regulatory support, and marketing and distribution solutions. | Corporate Officer/Principal | 01/03/2021 |
Formation de Joseph Foy
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
13
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Citi Fund Services, Inc.
Citi Fund Services, Inc. Domestic and international investment managers; administration and accounting, transfer agency and shareholder services, compliance and regulatory support, and marketing and distribution solutions. | |
Canisius College
 Canisius College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Ogorek Wealth Management LLC
Ogorek Wealth Management LLC Investment ManagersFinance Ogorek constructs an investment portfolio, consisting of mutual funds and/or exchange-traded funds (ETFs) to achieve the client’s investment goals. The firm may also utilize individual stocks and/or bonds to meet the needs of clients. | Finance |
