Joe Mondell

Financial Advisor with Legacy Capital @Ameriprise Financial Services, LLC

Baltimore, MD, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Dec 2020 — Present

Financial Advisor with Legacy Capital @Ameriprise Financial Services, LLC

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Owings Mills, MD, US

EDUCATION

N/A

The University of Chicago - Booth School of Business

IMCA - Certifed Private Wealth Advisor Program

1997 — 2000

Towson University

Bachelor's degree

SKILLS

Wealth ManagementCold CallingAsset AllocationMutual FundsFixed IncomeFund of FundsInvestment ManagementAlternative InvestmentsDirect SalesAsset ManagmentInvestmentsFinancial AdvisoryFinraPortfolio ManagementEquitiesFinancial PlanningSecuritiesFinancial ServicesRelationship ManagementBondsStrategic Financial PlanningAsset ManagementTrading

ABOUT JOE MONDELL

Putting clients first; it\'s what I do Ameriprise earned a Hearts & Wallets Top…

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Joe Mondell — Financial Advisor with Legacy Capital at Ameriprise Financial Services, LLC in Baltimore, MD, US | Unifers