![Joseph Foy](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 Foy is an Investment Analyst at Ogorek Wealth Management LLC.
He is responsible for executing investment trades, maintaining portfolio reporting software, completing compliance forms, running billing processes and posting client quarterly reports.
He also assists the Portfolio Manager on research projects and with other ad hoc requests.
Mr. Foy was previously employed as a Transaction Capture Analyst by Citi Fund Services, Inc.
He received his undergraduate degree from Canisius College.
Actieve functies van Joseph Foy
| Bedrijven | Functie | Begin |
|---|---|---|
Ogorek Wealth Management LLC
 Ogorek Wealth Management LLC Investment ManagersFinance Ogorek constructs an investment portfolio, consisting of mutual funds and/or exchange-traded funds (ETFs) to achieve the client’s investment goals. The firm may also utilize individual stocks and/or bonds to meet the needs of clients. | Analyst-Equity | 01-03-2021 |
Eerdere bekende functies van Joseph Foy
| Bedrijven | Functie | Einde |
|---|---|---|
Citi Fund Services, Inc.
 Citi Fund Services, Inc. Domestic and international investment managers; administration and accounting, transfer agency and shareholder services, compliance and regulatory support, and marketing and distribution solutions. | Corporate Officer/Principal | 01-03-2021 |
Opleiding van Joseph Foy
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
13
Eerstegraads connecties
3
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
Citi Fund Services, Inc.
Citi Fund Services, Inc. Domestic and international investment managers; administration and accounting, transfer agency and shareholder services, compliance and regulatory support, and marketing and distribution solutions. | |
Canisius College
 Canisius College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Ogorek Wealth Management LLC
Ogorek Wealth Management LLC Investment ManagersFinance Ogorek constructs an investment portfolio, consisting of mutual funds and/or exchange-traded funds (ETFs) to achieve the client’s investment goals. The firm may also utilize individual stocks and/or bonds to meet the needs of clients. | Finance |
