Joseph Accardi
Territory Manager @US Foods
Boston, MA, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Dec 2019 — Present
Territory Manager @US Foods
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Boston, MA, US
EDUCATION
N/A
Isenberg School of Management, UMass Amherst
Finance
SKILLS
High Net Worth IndividualsFinancial ServicesSeries 7Wealth Management ServicesStrategic Financial PlanningSeries 63MarketingCreditAsset ManagementAlternative InvestmentsPortfolio ManagementLoansManagementRelationship ManagementInvestmentsFinanceCash ManagementCredit AnalysisFinancial AnalysisSecurities LendingPrivate BankingAsset AllocationBankingMutual FundsRisk ManagementFinancial PlanningMortgage LendingBusiness DevelopmentWealth ManagementLoan OriginationLeadershipRetirement PlanningSecuritiesStrategic PlanningEquitiesFinancial AdvisoryFixed IncomeSales
ABOUT JOSEPH ACCARDI
Successful results oriented professional with 20 years of Relationship Management…
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