Joe Christopoulos
- Role
- Wealth Advisor at 72 Financial
- Location
- Arlington Heights, IL, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Joe Christopoulos
We know your money is more than a dollar amount. Your hard work to earn these funds give…
Experience
Wealth Advisor
May 2014 — Present
72 Financial is a family owned and operated wealth management group located in Arlington Heights, Illinois. Specialties include-Retirement Planning -Financial Plans -Portfolio Management -Comprehensive Wealth Management -IRAs -401k -401k Rollover Strategies -Mutual Funds -Managed Accounts
Skills
- Entrepreneurship
- Microsoft Excel
- Microsoft Office
- Marketing
- Financial Advisory
- Sales
- Time Management
- Event Planning
- Securities
- Customer Service
- Financial Services
- Retail
- Team Leadership
- Social Media
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