Joe Finelli
Associate Vice President, Senior Portfolio Manager, Financial Advisor at Morgan Stanley
- Role
- Associate Vice President, Senior Portfolio Manager, Financial Advisor at Morgan Stanley
- Location
- Omaha, NE, US
- LinkedIn followers
- 500 followers
About Joe Finelli
I work with individuals, families and small businesses, providing customized financial…
Experience
Associate Vice President, Senior Portfolio Manager, Financial Advisor
Jun 2016 — Present · Omaha, NE, US
I work with individuals, families and small businesses, providing customized financial planning strategies, guidance and investment management services. Clients I serve have a variety of needs, ranging from retirement planning to asset management to estate planning strategies to education planning.Disclosures:\"© 2025 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via social network messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service. The information or content made available on this profile does not provide individually tailored investment advice and is not an offer to buy or sell any security or to participate in any investment strategy. MSSB Financial Advisors may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where they are registered or excluded or exempted from registration. Designations and/or awards are not indicative of a Financial Advisor\'s past or future performance. No fee is paid in exchange for any award. For important information about any registrations, designation(s) and/or the ranking methodology for any award[s] listed, please see https://advisor.morganstanley.com/joe.finelli. The information or content is for US residents only and subject to the following disclosures: #26•••37
Education
Iowa State University - College of Business
Bachelor of Science, Finance & Management
2003 — 2007
Skills
- Vba
- Financial Reporting
- Peer Support
- Process Improvement
- Financial Analysis
- Liaison Between Departments
- Sap
- Team Leadership
- Business Process Design
- Risk Analysis
- Microsoft Excel
- Peer Mentoring
- Market Analysis
- Finance/Business Systems Liaison
- Access
- Data Analysis
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