Joseph Milanese
Wealth Planning Associate @Albany Financial Group
Troy, NY, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Jul 2024 — Present
Wealth Planning Associate @Albany Financial Group
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Albany, NY, US
With Albany financial group as a client services associate, I provide value to James Sullivan’s team by performing administrative tasks, implementing my education in finance and economics into investment research, and preparing client meeting materials.
EDUCATION
2020 — 2024
St. John Fisher University
Bachelor's degree, Finance and economics
N/A
Averill Park High School
High School Diploma
ABOUT JOSEPH MILANESE
I’m a Client Services Associate supporting investment research, meeting preparation, and…
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