Joseph C. Eppolito
Financial Advisor at IBN Financial Services, Inc
- Role
- Financial Advisor at Ibn Financial Services, Inc
- Location
- Syracuse, NY, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Joseph C. Eppolito
Preparing for that next step in life isn\'t always easy. My combination of experience…
Experience
Financial Advisor
May 2019 — Present
Financial advising in the individual and business markets as well as human resource management.
Education
State University of New York Cortland
MSEd, Social Studies
1975 — 1976
Syracuse University - Martin J. Whitman School of Management
MBA, Personnel & Industrial Relations
1978 — 1982
State University of New York Cortland
BA, Social Studies
1970 — 1974
Skills
- Event Planning
- Problem Solving
- Business Planning
- Financial Services
- Customer Service
- Strategic Financial Advising
- Policy
- Underwriting
- Fundraising
- Insurance
- Training
- Management
- Team Building
- Small Business
- Non Profit
- Change Management
- Employee Benefits
- Recruiting
- Leadership Development
- Investments
- Life Insurance
- Succession Planning
- Financial Advisement
- System Administration
- Financial Analysis
- Human Resources
- Government
- Nonprofits
- Risk Management
- Administration
- Wealth Management
- Leadership
- Compliance
- Coaching
- Retirement Planning
- Strategic Planning
- Public Speaking
- Non-Profits
- Payroll
- Investment Advisory
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