Joshua Belfiore
Director of Product Management, Advisor Experience/Financial Planning at eMoney
- Role
- eMoney Advisor
- Location
- Providence, RI, US
- LinkedIn followers
- 500 followers
About Joshua Belfiore
Fintech product leader and former financial advisor with 15 years experience shaping the future of wealth management.I define the vision for and lead the world’s largest financial planning product, used by financial professionals with 7M+ households, underpinning nearly $11T in aggregated assets.Previously I was a financial advisor at Merrill Lynch, advising institutions and high net worth families, including current and former CEOs and senior executives of fortune 100 companies.I’m experienced in firm-wide wealth and asset management strategy and innovation, working directly with members of Bank of America Merrill Lynch’s c-suite and senior executives.I’m passionate about the future of wealth management and solving its most profound, longstanding, and complex problems, with special interest in seamlessly connecting the many traditionally siloed aspects of financial services.
Experience
Present
Education
Salve Regina University
BA, Philosophy
Skills
- Concept Development
- Portfolio Management
- Business Strategy
- Project Management
- Financial Services
- Consulting
- Financial Planning
- Asset Management
- Financial Modeling
- Innovation Management
- Wealth Management
- Design Strategy
- Strategic Consulting
- Product Innovation
- Financial Advisory
- Uniform Combined State Law
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