Joe Logrippo

Financial Services

Role
Business Development Specialist at Shield Tax & Accounting Llc
Location
Naples, FL, US
LinkedIn followers
500 followers
Sales & Business DevelopmentView LinkedIn profile

Experience

  1. Business Development Specialist

    Shield Tax & Accounting Llc

    Sep 2025 — Present · Naples, FL, US

Education

  • Boston University

    Bachelor’s Degree

    1994 — 1998

  • Suffolk University

    MBA Candidate

    2003 — 2004

  • Boston University

    CFP Candidate, Financial Planning

    2015 — 2017

Skills

  • Life Insurance
  • Wealth Management
  • Asset Allocation
  • Mutual Funds
  • 401k
  • Variable Annuities
  • Leadership
  • Series 7
  • Retirement
  • Series 6
  • Iras
  • Investment Advisory
  • Fixed Annuities
  • Disability Insurance
  • Series 63
  • Investments
  • Financial Planning
  • Alternative Investments
  • Separately Managed Accounts
  • Long Term Care Insurance
  • Retirement Planning
  • Finra
  • Series 65
  • Securities

Find verified contacts for anyone on LinkedIn

Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.

Free plan included · No credit card required

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

Joe Logrippo — Business Development Specialist at Shield Tax & Accounting Llc in Naples, FL, US | Unifers