Joe started his career with seven year at Merrill Lynch, and later spent a a few more years with CitiGroup as Senior Vice President of Investments. Joe advised individuals on their taxable and retirement accounts, managing $275 million in assets and liabilities for his clients.
In addition to Joe’s investment firm experience, he has personal experience investing in several real estate and startup companies. After a couple of years in a business development role at one of the larger Self-Directed IRA administrators, he co-founded the Self-Directed IRA Financial Technology Company WealthFlex.
Tech Happy Hour: Raising Funds Right features Kellan and 3 other speakers from Ignition Partners, Boeing HorizonX, and Mackley and Mackley PLLC. Presentations will focus on investment strategy, do’s and don’ts of fundraising, and more.
Come see Joe at Tech Happy Hour: Raising Funds Right on may 9th, and get your tickets today!
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