Joseph Manfredi

Chief Operating Officer @Baltimore-Washington Financial Advisors

Columbia, MD, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jan 2015 — Present

Chief Operating Officer @Baltimore-Washington Financial Advisors

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Columbia, MD, US

BWFA focuses on fee only, fiduciary money management, financial planning, tax services and business planning services

EDUCATION

1988 — 1991

Fordham Gabelli School of Business

MBA, Finance

1982 — 1986

Fordham University

BS, Finance/Economics

SKILLS

Series 8Virginia Insurance LicensePortfolio ManagementInvestment AdvisorySeries 7Series 63Asset AllocationWealth ManagementInvestments

ABOUT JOSEPH MANFREDI

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Joseph Manfredi — Chief Operating Officer at Baltimore-Washington Financial Advisors in Columbia, MD, US | Unifers