Joe Dunn
Investment Research Analyst at Commonwealth Financial Network
- Role
- Investment Research Analyst at Commonwealth Financial Network
- Location
- Arlington, MA, US
- LinkedIn followers
- 500 followers
About Joe Dunn
I am an incredibly ambitious and driven individual who is looking to gain experience within Investment Research. I am currently working at Commonwealth Financial Network in the Greater Boston area. I hold my Series 7, 66, and 24 Licenses and I passed the level 3 CFA exam in 2022 (designation pending work experience requirement). I graduated from the Isenberg School of Management at UMass Amherst in 2015 with a BBA in Finance.
Experience
Investment Research Analyst
Commonwealth Financial Network
Jan 2022 — Present
Conduct individual security and issuer credit analysis to support our financial advisors in constructing and maintaining client portfolios and making individual investment decisions- Provide consultative support and guidance to advisors surrounding market and economic conditions, especially as they relate to their impacts on fixed income investments- Contribute to advisor- and client-facing content, primarily focused on interest rate developments and economic updates.
Education
University of Massachusetts at Amherst - Isenberg School of Management
Candidate for BBA, Finance
2011 — 2015
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