Joe Cronin
Senior Financial Advisor | Helping business owners, executives & families plan with purpose
- Role
- Senior Financial Advisor, First Vice President at Merrill Lynch
- Location
- Roseville, CA, US
- LinkedIn followers
- 500 followers
About Joe Cronin
Senior Financial advisor with CRPC™ and CPFA® designations, focused on helping people…
Experience
Senior Financial Advisor, First Vice President
Oct 2016 — Present
Partner at The Lucas Cronin Group, focused on helping clients simplify and connect all aspects of their financial lives. Primary responsibilities include wealth planning and relationship management for business owners, executives, institutions, non-profits, and families.The team delivers personalized strategies built around each client\'s priorities, combining modern wealth management with access to Bank of America\'s banking services. Areas of focus include retirement planning, tax-efficient structuring, trust services, insurance, lending, and private banking.Holds CRPC™ and CPFA® designations, Series 7 and 66 FINRA registrations, and is a licensed life insurance agent. Merrill Life Agency\'s California License Number 05•••76. Proud to serve as a steward of clients\' wealth and contribute to the quality of their lifestyles.Get to know my team: https://fa.ml.com/california/roseville/the-lucas-cronin-group/index.htmMerrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.Credit and Lending Services are through Bank of America, N.A.Trust, fiduciary, and investment management services[, including assets managed by the Specialty Asset Management Team,] are provided by Bank of America, N.A, Member FDIC, and wholly owned subsidiary of Bank of America Corporation (\"BofA Corp.\"), and its agents.
Education
San Jose State University
Bachelor's Degree
1990 — 1995
Bellarmine College Preparatory
High School
1986 — 1990
Skills
- Business Development
- Sarbanes-Oxley Act
- Financial Audits
- Internal Controls
- Negotiation
- Sec Filings
- Start-Ups
- Analysis
- Accounting
- Crm
- Acquisition Integration
- General Ledger
- Cost Accounting
- Essbase
- Budgets
- Finance
- Product Management
- Financial Reporting
- Quickbooks
- Cross-Functional Team Leadership
- Leadership
- Supply Chain
- Financial Accounting
- Process Improvement
- Financial Analysis
- Business Strategy
- Program Management
- Financial Modeling
- Income Statement
- Forecasting
- Managerial Finance
- Auditing
- Gaap
- Management
- Strategy
- Us Gaap
- Variance Analysis
- Manufacturing
- Mergers & Acquisitions
- Consolidation
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