![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>)
Profil
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.
Aktive Positionen von Joseph Foy
| Unternehmen | Position | Beginn |
|---|---|---|
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 |
Ehemalige bekannte Positionen von Joseph Foy
| Unternehmen | Position | Ende |
|---|---|---|
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 |
Ausbildung von Joseph Foy
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
13
Beziehungen ersten Grades
3
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 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 |
