Joe Fiducia

Senior Director, Wealth Management @TIAA

West Hartford, CT, US

EMAILS

[email protected]

MOBILE NUMBERS

+18•••••••04

Reveal Contact Details

Signup · Get unlimited contacts

WORK HISTORY

Nov 2020 — Present

Senior Director, Wealth Management @TIAA

View department →

West Hartford, CT, US

EDUCATION

N/A

Central Connecticut State University

Bachelor of Science (B.S.), Marketing

N/A

University of Hartford

MBA, International Finance

SKILLS

Alternative InvestmentsRelationship Cultivation & ManagementSales & MarketingPortfolio ManagementTerritory ManagementInvestmentsEtfs * Equity * Bonds * Annuities * Insurance * Mutual Funds * Managed AccountsFinanceBusiness DevelopmentWealth ManagementTrust / Estate / Tax & Financial PlanningAsset AllocationInvestment Strategy Development & ImplementationAnalysis & Recommendation of Accounts Needs & GoalsCoaching / Mentoring / Leadership & ManagementMonitoring & Evaluating Economic / Industry & Market NewsClient & Product Conferences & Presentations

ABOUT JOE FIDUCIA

Financial services professional recognized for developing and leading high performing teams and employees. Collaborative business partner and strategic thinker with the ability to build effective cross functional teams and assist teams and individuals in exceeding goals and expectations.Currently responsible for leading a team of investment and financialplanning professionals in local offices, focused on providingretirement planning and asset allocation advice. Hire, coach and motivate the team to achieve the goals of the unit including asset growth, managed solutions and client satisfaction. Ensure advisors utilize all appropriate resources to help clients work towards their goals. Partner with advisors to review and assist in presenting solutions for complex cases.

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.