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Joe Gilbert

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Joe Gilbert

Senior Financial Advisor, First Vice President - Investment Officer | Wells Fargo Advisors

Washington, District of Columbia, United States

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Joe Gilbert

Summary

Joe Gilbert is a seasoned Financial Advisor with extensive experience in the financial services sector, currently serving as an Assistant Vice President at Wells Fargo Advisors in Washington, D.C. He has a strong background in finance, management, and marketing, supported by his education from prestigious institutions such as the University of Virginia and Hampden-Sydney College. Joe's career spans over two decades, with a notable shift from the hospitality industry to finance, showcasing his adaptability and commitment to professional growth. His diverse experience includes roles in investments and sales management, indicating a robust skill set in client relations and financial strategy. Outside of his professional life, Joe's interests may include outdoor activities, given his past role as a ski instructor. With a solid foundation in economics and commerce, he is well-equipped to navigate the complexities of financial advising.

General

Generalist

Long-Term Tenure

Professional interests

Emerging Technologies

Leadership Development

Organisational experience

Corporate Experience

Joe Gilbert

Work Experience

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Senior Financial Advisor, First Vice President - Investment Officer at

Wells Fargo Advisors

March 2019 - Present

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Associate Vice President/Investments - Stifel at

Stifel Financial Corp.

December 2015 - March 2019

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Associate Vice President at

Barclays Wealth And Investment Management Americas

May 2011 - December 2015

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Financial Advisor, ESOP Reinvestment Specialist at

Morgan Stanley Investment Management

May 2008 - May 2011

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Manager at

Soccer American, Inc

August 2006 - March 2008

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Assistant Coach at

Total Futbol

January 2006 - January 2008

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Accounts Manager at

Osprey

April 2004 - August 2006

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Ski & Golf Sales Manager/Snowboard & Ski Instructor at

Wintergreen Resort

November 1998 - March 2006

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Hang Gliding Instructor at

Kitty Hawk Kites

May 2000 - November 2004

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Joe Gilbert

Education

University of Virginia, Certificate (Mbi)

January 2003 - January 2003

Hampden-Sydney College, Ba

January 1999 - January 2003

The covenant school

Frequently Asked Questions about Joe Gilbert

What is Joe Gilbert email address?

Joe Gilbert's primary email address is ***********@morganstanley.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Joe Gilbert work for?

Joe Gilbert is a Senior Financial Advisor, First Vice President - Investment Officer at Wells Fargo Advisors, a company specializing in Functions related to depository banking.

Where Joe Gilbert graduated from?

Joe Gilbert holds a degree in Finance, It/Is, Management, Accounting, Marketing from University of Virginia.

How can I directly contact Joe Gilbert?

To contact Joe Gilbert directly, you can use the email address ***********@morganstanley.com. Complete contact information is available upon registration with Muraena.

Who is Joe Gilbert?

Joe Gilbert is a seasoned Financial Advisor with extensive experience in the financial services sector, currently serving as an Assistant Vice President at Wells Fargo Advisors in Washington, D.C. He has a strong background in finance, management, and marketing, supported by his education from prestigious institutions such as the University of Virginia and Hampden-Sydney College. Joe's career spans over two decades, with a notable shift from the hospitality industry to finance, showcasing his adaptability and commitment to professional growth. His diverse experience includes roles in investments and sales management, indicating a robust skill set in client relations and financial strategy. Outside of his professional life, Joe's interests may include outdoor activities, given his past role as a ski instructor. With a solid foundation in economics and commerce, he is well-equipped to navigate the complexities of financial advising.

Joe`s contact details

mail

***********@morganstanley.com

***********@wellsfargoadvisors.com

********@stifel.com

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