![Joe VanDam](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profiel
Mr. Joseph VanDam is a Wealth Manager & Compliance Officer at All Terrain Financial Advisors LLC.
He is currently a licensed advisor and life insurance agent.
He takes care of day-to-day questions and concerns from clients and often participate with the team when he meets with clients.
In addition to his advisory role, he assists in managing client portfolios, doing research, building allocations, and executing trades.
He handles many of the back office items for the firm.
Mr. VanDam served in the U.S.
Air Force for 6 years.
He previously held a real estate agent and a property casualty agent license.
He has over 8 years of experience as a professional in the financial advisory industry.
He received his degrees in Business Administration and Accounting from Augustana College(South Dakota).
Actieve functies van Joe VanDam
| Bedrijven | Functie | Begin |
|---|---|---|
All Terrain Financial Advisors LLC
 All Terrain Financial Advisors LLC Investment ManagersFinance AFTA is an active manager that primarily focuses on equity-based asset management, we can also incorporate fixed income funds, bonds, cash management investments, private placements, derivatives, alternative investments, other non-standard assets, and more. They align the overall use of each investment vehicle or type with each client's unique situation. | Oprichter | 01-01-2017 |
Opleiding van Joe VanDam
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
1
Eerstegraads connecties
2
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
Augustana University
 Augustana University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
All Terrain Financial Advisors LLC
All Terrain Financial Advisors LLC Investment ManagersFinance AFTA is an active manager that primarily focuses on equity-based asset management, we can also incorporate fixed income funds, bonds, cash management investments, private placements, derivatives, alternative investments, other non-standard assets, and more. They align the overall use of each investment vehicle or type with each client's unique situation. | Finance |
