Joe Small
Founder & CEO at Small World Wealth Management
- Role
- Wealth Management Advisor at Small World Wealth Management
- Location
- Poughkeepsie, NY, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Joe Small
Financial success doesn\'t happen by chance. It has much more to do with choice. When it…
Experience
Wealth Management Advisor
Jun 1992 — Present · Poughkeepsie, NY, US
Skills
- Microsoft Office
- Event Planning
- Public Speaking
- Life Insurance
- Investments
- Team Building
- New Business Development
- Customer Service
- Wealth Management
- Marketing
- Strategic Planning
- Social Media
- Management
- Business Development
- Small Business
- Leadership
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