Joseph Masella resumes & CV records
Resumes
![Joseph Masella Photo 13 Joseph Masella Photo 13](/img/not-found.png)
Portfolio Manager, Global Wealth Management
Location:
13103 Ginger Ct, Manassas, VA 20112
Industry:
Investment Management
Work:
Idb Bank
Portfolio Manager, Global Wealth Management Lpl Financial Sep 2014 - May 2015
Analyst, Equity Due Diligence  Research, Product Due Diligence and Investment Analytics Fortigent, Llc Oct 2012 - Sep 2014
Associate Analyst, Global Equity Keystone Asset Management Jul 2010 - Sep 2012
Investment Analyst and Trader Baird Jul 2007 - Jul 2010
Financial Data Analyst Ferris Baker Watts Dec 2006 - Jul 2007
Financial Intern
Portfolio Manager, Global Wealth Management Lpl Financial Sep 2014 - May 2015
Analyst, Equity Due Diligence  Research, Product Due Diligence and Investment Analytics Fortigent, Llc Oct 2012 - Sep 2014
Associate Analyst, Global Equity Keystone Asset Management Jul 2010 - Sep 2012
Investment Analyst and Trader Baird Jul 2007 - Jul 2010
Financial Data Analyst Ferris Baker Watts Dec 2006 - Jul 2007
Financial Intern
Education:
George Mason University - School of Business 2005 - 2009
Bachelors, Bachelor of Science, Finance George Mason University 2005 - 2009
Bachelors, Bachelor of Science, Management, Financial Management, Finance Forest Park Senior High School
Bachelors, Bachelor of Science, Finance George Mason University 2005 - 2009
Bachelors, Bachelor of Science, Management, Financial Management, Finance Forest Park Senior High School
Skills:
Investments, Investment Advisory, Asset Allocation, Financial Modeling, Equities, Portfolio Management, Bloomberg Terminal, Investment Management, Finance, Wealth Management, Asset Management, Financial Markets, Financial Analysis, Microsoft Excel, Microsoft Office, Microsoft Word, Stock Market, Technical Analysis, Statistical Data Analysis, Fixed Income, Mutual Funds, Valuation, Due Diligence, Fundamental Analysis, Momentum Trading, Investment Strategies, Database Design, Financial Forecasting, Equity Research, Strategic Financial Planning, Risk Management, Trading, Financial Planning, Vba, Microsoft Crm, Growth Strategies, Axys, Value Investing, Growth Investing, Regression Analysis, Series 65, Microsoft Office 2007, Series 7, Quantitative Analytics, Capital Markets, Morningstar, Factset, Investment Research, Morningstar Office, Thomsonone, Bloomberg
Certifications:
Cima®
Series 7
Investment Management Consultants Association
Series 7
Investment Management Consultants Association
![Joseph Masella Photo 14 Joseph Masella Photo 14](/img/not-found.png)
Joseph Masella
![Joseph Masella Photo 15 Joseph Masella Photo 15](/img/not-found.png)