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Joseph Sirgy

Joseph Sirgy

VP of Wealth Management | Trilogy Financial

West Covina, California, United States

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Joseph Sirgy

Summary

Joseph Sirgy is an accomplished financial leader based in West Covina, California, currently serving as Managing Partner at Trilogy Financial Services. With a career that began in 2003, he has developed extensive expertise in wealth management within the monetary authorities and central banking sector. Joseph's role as VP of Wealth Management showcases his strategic approach to finance and his commitment to helping clients achieve their financial goals. His long tenure at Trilogy Financial Services reflects both his dedication to the organization and his ability to navigate the complexities of the financial landscape. Joseph is passionate about fostering innovation in financial services and is always on the lookout for emerging trends that can enhance client experience. His leadership style emphasizes collaboration and mentorship, helping to cultivate the next generation of financial professionals. Outside of his professional life, Joseph is likely to engage in community-focused initiatives, reflecting a commitment to giving back.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Joseph Sirgy

Work Experience

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VP of Wealth Management at

Trilogy Financial

March 2003 - Present

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Frequently Asked Questions about Joseph Sirgy

What is Joseph Sirgy email address?

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

What company does Joseph Sirgy work for?

Joseph Sirgy is a VP of Wealth Management at Trilogy Financial, a company specializing in Monetary Authorities-Central Bank.

How can I directly contact Joseph Sirgy?

To contact Joseph Sirgy directly, you can use the email address ************@trilogyfs.com. Complete contact information is available upon registration with Muraena.

Who is Joseph Sirgy?

Joseph Sirgy is an accomplished financial leader based in West Covina, California, currently serving as Managing Partner at Trilogy Financial Services. With a career that began in 2003, he has developed extensive expertise in wealth management within the monetary authorities and central banking sector. Joseph's role as VP of Wealth Management showcases his strategic approach to finance and his commitment to helping clients achieve their financial goals. His long tenure at Trilogy Financial Services reflects both his dedication to the organization and his ability to navigate the complexities of the financial landscape. Joseph is passionate about fostering innovation in financial services and is always on the lookout for emerging trends that can enhance client experience. His leadership style emphasizes collaboration and mentorship, helping to cultivate the next generation of financial professionals. Outside of his professional life, Joseph is likely to engage in community-focused initiatives, reflecting a commitment to giving back.

Joseph`s contact details

mail

************@trilogyfs.com

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