Joseph Tribuiani
Registered Client Service Associate @Alex. Brown - Raymond James
Signup · Get unlimited contacts
WORK HISTORY
Registered Client Service Associate @Alex. Brown - Raymond James
Boston, MA, US
Engaged with team of financial advisors to assist in financial planning and portfolio management for clientele, provide insight on financial models, and deliver portfolio packaging to client. • Managed individual client relationships and inquires to help alleviate client concerns, complete requests, and strengthen the bond between client and team.• Proposed new ideas for client prospecting, assisted in follow-through of business development practices.• Exercised due diligence on financial models, strategies, and implemented said strategies in the best interest for our clients.Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htmAlex Brown - A Division of Raymond James & Associates, Inc, member New York Stock Exchange/SIPC
EDUCATION
Boston College
Bachelor of Arts - BA, Economics Major, Finance Minor
New York University
Certificate in Financial Planning, Financial Planning
ABOUT JOSEPH TRIBUIANI
I am a CFP® Professional and Registered Client Service Associate at Alex. Brown | Raymond James. Additionally, I hold an Insurance Producer\'s License in the Commonwealth of Massachusetts for Life and Variable Life insurance. I am a meticulous financial associate who understands the importance of superior client satisfaction, accuracy balanced with expediency, and analytical skills used in client portfolio management. I am an alumnus of New York University\'s School of Professional Studies, where I earned a Certification in Financial Planning. Prior, I completed my Bachelor of Arts in Economics at Boston College\'s Morrissey College of Arts & Science Honors Program. Beyond my professional career, I am passionate about motorsports, learning new languages, fitness, travel, and cooking, continually seeking new challenges and experiences. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board\'s initial and ongoing certification requirements.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.