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JO

Joseph Opiela

Wealth Advisor VP of Strategic Partnerships @Schechter

Detroit, MI, US

EMAILS

j••••••@schechterwealth.com

MOBILE NUMBERS

+12•••••••28

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WORK HISTORY

Jan 2020 — Present

Wealth Advisor VP of Strategic Partnerships @Schechter

Birmingham, MI, US

EDUCATION

2006 — 2010

Michigan State University

BA, Finance

SKILLS

Portfolio ManagementBloombergMutual FundsCapital MarketsFinancial ModelingEquity ResearchWealth Preservation PlanningValuationRisk AnalyticsBloomberg TerminalInvestmentsWealth ManagementAsset AllocationProject ManagementWealth Accumulation StrategiesFinancial AnalysisFixed Income

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ABOUT JOSEPH OPIELA

Wealth Advisor │ VP of Strategic Partnerships at Schechter Wealth

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