Joseph D. Lopresti

About Joseph D. Lopresti

Join an Elite Firm with Top-Notch CoachingAt Barnum, my hands-on, open-door leadership has fostered a collaborative culture that nurtures leadership and drives outstanding performance. I\'m proud to have instilled a \"can-do\" mindset that embraces stretch goals and accountability, leading to over a decade of double-digit growth. Barnum has been honored four times as a “Best Place to Work in CT,” a testament to our success.I thrive in this people-centric business because it\'s the interactions that drive me. As a seven-time recipient of MetLife’s #1 Managing Sales Director Award, I take pride in being the go-to person for support, motivation, and guidance. Whether I’m coaching my leadership team, top advisors, or staff, my focus is on helping them achieve both personal and professional milestones. This commitment to excellence continues to shape Barnum into the forward-thinking firm we are today, helping our clients lead more fulfilling lives through financial education and literacy.Outside of the office, my passion for people extends to youth sports. Coaching basketball and softball has not only allowed me to spend meaningful time with my kids, but also to teach the next generation about teamwork, integrity, and dedication.Ultimately, I want my legacy to reflect that I truly cared for and believed in people, helping them become the individuals they aspire to be and achieve the goals they’ve set for themselves.LinkedIn: https://twitter.com/jdlopresti_

Experience

1. Executive Vice President

   Barnum Financial Group

   Jul 2016 — Present · Shelton, CT, US

   Barnum Financial Group provides a full range of investment and risk management products and services to over clients, including individuals and their families, as well as small businesses, corporations, government entities, and not-for-profit organizations and their employees in all fifty states.With offices in Connecticut, Massachusetts, New Jersey, New York, and Rhode Island, Barnum has a team of resources to help create customized solutions to fit your goals and circumstances. Barnum strives to build long-term relationships with each client through understanding, quality service, integrity, and financial education.Mission: With integrity and high standards of excellence, Barnum Financial Group enriches lives by providing quality financial advice, education and customized solutions to meet the unique needs for our clientele.I am licensed to sell insurance in various states and securities licensed in various states. I am a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member 6 Corporate Drive, Shelton, CT 06484;

Education

• Nichols College

  Bachelor of Science - BS

  1985 — 1989

Skills

• Leadership
• Small Business
• Securities
• Disability Insurance
• Property and Causality Insurance
• Investments
• Management
• Life Insurance
• Finance
• Insurance
• Financial Services
• 401k Rollovers
• Retirement
• Executive Coaching
• Mutual Funds
• Sales
• Portfolio Management
• Retirement Planning