Mitzseen Joseph

Associate Advisor at C3 Wealth Management

Role
Associate Financial Advisor at C Wealth Management
Location
Philadelphia, PA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Mitzseen Joseph

I’m a technically curious financial professional and builder who blends strategic problem…

Experience

  1. Associate Financial Advisor

    C Wealth Management

    Oct 2024 — Present · PA, US

    Support advisors with financial planning and investments while leveraging python and AI to optimize client portfolio management and operational efficiency.

Education

  • University of Pennsylvania

    Bachelor's degree, Philosophy and Computer Science

    2019 — 2023

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Mitzseen Joseph — Associate Financial Advisor at C Wealth Management in Philadelphia, PA, US | Unifers