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Joe Rotunda Cpm
Joe Rotunda Cpm
Senior Vice President- Investment Officer | Wells Fargo Advisors
United States
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.
Joe Rotunda Cpm
Work Experience
Senior Vice President- Investment Officer at
Wells Fargo Advisors
March 1988 - Present
Vice President / Sales at
Defender Development Inc
June 1985 - February 1988
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
***********@wellsfargoadvisors.com
Colleagues
First Vice President - Investments
Financial Advisor, Vice President - Branch Manager
Managing Director-Investments
Managing Director-Branch Manager at Wells Fargo Advisors
Managing Director-Investments - Abeles Flurie Wealth Management Group
Vice President, Lead Business Growth Strategy Consultant
Executive Director, Compliance Senior Manager
Vice President, Senior Compliance Specialist
Financial Advisor, Managing Director-Investment Officer
Vice President, BP&CG