Joseph Perna
Senior Financial Planner and High Net Worth Team Lead @Motley Fool Wealth Management
Denver, CO, US
EMAILS
j•••••@foolwealth.com
MOBILE NUMBERS
+13•••••••15
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WORK HISTORY
Nov 2014 — Present
Senior Financial Planner and High Net Worth Team Lead @Motley Fool Wealth Management
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Alexandria, VA, US
EDUCATION
2003 — 2007
American University
IBUS, International Business
2003 — 2007
American University - Kogod School of Business
Bachelor of Science (BS), International Business
ABOUT JOSEPH PERNA
Experienced Financial Planner with a demonstrated history of working in the financial services industry. Skilled in Portfolio Management, Strategic Planning, Financial Planning, Options, and Securities. Have worked hard to earn designations in the field while working full time.
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