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Joe Rotunda Cpm

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Joe Rotunda Cpm

Senior Vice President- Investment Officer | Wells Fargo Advisors

United States

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Joe Rotunda Cpm

Summary

Joe Rotunda is a seasoned Financial Advisor and Senior Vice President at Wells Fargo Advisors, with over three decades of experience in the financial services sector. He specializes in investment strategies, retirement planning, and providing tailored financial solutions to meet the unique needs of his clients. His extensive background in real estate as Vice President at Defender Development adds a unique perspective to his investment approach. Joe is well-versed in navigating complex financial landscapes, leveraging a broad array of resources and expertise to inform his clients' decisions. He is licensed to offer insurance in multiple states, enhancing his service offerings. Known for his commitment to client success, Joe is passionate about helping individuals achieve their financial goals. His long tenure at Wells Fargo Advisors reflects his dedication and stability in the financial industry. Joe is based in the Greensboro/Winston-Salem area of North Carolina, where he actively engages with local clients. He encourages direct communication through email or phone for personalized service.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Organisational experience

Corporate Experience

Joe Rotunda Cpm

Work Experience

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Senior Vice President- Investment Officer at

Wells Fargo Advisors

March 1988 - Present

💼

Vice President / Sales at

Defender Development Inc

June 1985 - February 1988

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Joe Rotunda Cpm

Education

Lebanon Valley College, Bachelor Of Science - Bs

January 1981 - January 1985

Frequently Asked Questions about Joe Rotunda Cpm

What is Joe Rotunda Cpm email address?

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

What company does Joe Rotunda Cpm work for?

Joe Rotunda Cpm is a Senior Vice President- Investment Officer at Wells Fargo Advisors, a company specializing in Functions related to depository banking.

Where Joe Rotunda Cpm graduated from?

Joe Rotunda Cpm holds a degree in Business Administration And Management from Lebanon Valley College.

How can I directly contact Joe Rotunda Cpm?

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

Who is Joe Rotunda Cpm?

Joe Rotunda is a seasoned Financial Advisor and Senior Vice President at Wells Fargo Advisors, with over three decades of experience in the financial services sector. He specializes in investment strategies, retirement planning, and providing tailored financial solutions to meet the unique needs of his clients. His extensive background in real estate as Vice President at Defender Development adds a unique perspective to his investment approach. Joe is well-versed in navigating complex financial landscapes, leveraging a broad array of resources and expertise to inform his clients' decisions. He is licensed to offer insurance in multiple states, enhancing his service offerings. Known for his commitment to client success, Joe is passionate about helping individuals achieve their financial goals. His long tenure at Wells Fargo Advisors reflects his dedication and stability in the financial industry. Joe is based in the Greensboro/Winston-Salem area of North Carolina, where he actively engages with local clients. He encourages direct communication through email or phone for personalized service.

Joe`s contact details

mail

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

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