Joseph Borriello
Detail-oriented leader with extensive experience delivering strategic direction to plan, manage, and grow businesses, with a strong emphasis on boosting sales, profits, and revenue.
- Role
- AVP - CFO Solutions at LPL Financial
- Location
- Las Vegas, NV, US
- LinkedIn followers
- 500 followers
About Joseph Borriello
I believe the most meaningful success happens at the intersection of ambition, integrity,…
Experience
AVP - CFO Solutions
Nov 2021 — Present · Las Vegas, NV, US
As part of the LPL CFO Solutions team, I provide advisors with actionable insights based on financial analysis and strategic planning to help drive higher practice valuations. As your CFO, I will partner with you to-Develop a thorough understanding of your business financials and strategic goals-Provide actionable insights that focus on the growth of your business through data and financial analysis-Provide financial analysis, including business valuation, to help drive decision making-Provide you access to exclusive capital solutions to help facilitate the growth of your business and increase the value-Act as an accountability partner and trusted contact to help you grow your business and improve the overall valuation
Education
State University of New York at Old Westbury
BS
1990 — 1993
Nassau Community College
AS
1987 — 1990
Skills
- Asset Managment
- Series 63
- Marketing
- Retirement
- Business Development
- Wealth Management
- Investment Advisory
- Alternative Investments
- Series 7
- Mutual Funds
- Asset Allocation
- Risk Management
- 401k
- Financial Advisory
- Securities
- Investments
- Asset Management
- Strategy
- Retirement Planning
- Finra
- Series 24
- Practice Management
- Financial Services
- Crm
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