Joseph E. Kenna
Assistant Vice President-Investment Officer, PIM Portfolio Manager at Wells Fargo Advisors
- Role
- Assistant Vice President-investment Officer, Pim Portfolio Manager at Wells Fargo Advisors
- Location
- Atlanta, GA, US
- LinkedIn followers
- 500 followers
About Joseph E. Kenna
An MBA/JD with 25 years of experience in the financial markets, I believe that I am…
Experience
Assistant Vice President-investment Officer, Pim Portfolio Manager
Mar 2006 — Present
I provide investment and retirement planning services for clients of Wells Fargo Advisors in Atlanta.I believe that my educational background of a BA/MBA/JD prepares me for this work. My eight years working as a bank analyst on Wall Street in New York has provided me invaluable experience in this work that I do. As stated above, I am not currently a practicing attorney.
Education
The University of North Carolina at Chapel Hill
Bachelor of Arts (B.A.), History, English
1974 — 1978
The Lawrenceville School, Lawrenceville, NJ
Private Prep School
1971 — 1974
William & Mary – Raymond A. Mason School of Business
M.B.A., Accounting and Finance
Skills
- Asset Allocation
- Portfolio Management
- Finance
- 401k Rollovers
- Wealth Management
- Retirement Planning
- 529 Plans
- Retirement
- Investment Strategies
- Financial Advisory
- Iras
- Saving for Education
- Banking
- Financial Analysis
- 401k
- Investments
- Asset Management
- Estate Investment Planning
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