Joseph Fleming

Joseph Fleming Email and Phone Number

Financial Advisor at Capital Planners a Lifetime Financial Growth Company @ Capital Planners
Mentor, OH, US
Joseph Fleming's Location
Mentor, Ohio, United States, United States
Joseph Fleming's Contact Details

Joseph Fleming personal email

Joseph Fleming phone numbers

About Joseph Fleming

/COMPLIANCE:2024-42/

Joseph Fleming's Current Company Details
Capital Planners

Capital Planners

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Financial Advisor at Capital Planners a Lifetime Financial Growth Company
Mentor, OH, US
Employees:
475
Joseph Fleming Work Experience Details
  • Capital Planners
    Capital Planners
    Mentor, Oh, Us
  • Capital Planners
    Financial Advisor
    Capital Planners Jan 2021 - Present
    Pittsburgh, Pa, Us
    Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 24500 Chagrin Blvd. #200; Beachwood, OH 44122. Phone: (216) 360-7400. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Capital Planners and Lifetime Financial Growth are not affiliates or subsidiaries of PAS or Guardian and are not registered in any state or with the U.S. Securities and Exchange Commission as a registered investment advisor. CA Insurance License ID #4310567.This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof.
  • Keybank
    Senior Trader / Market Strategy & Execution / Derivative Hedging
    Keybank Aug 2016 - Jan 2021
    Cleveland , Ohio, Us
  • Keybank
    Trader
    Keybank Jan 2012 - Aug 2016
    Cleveland , Ohio, Us
    Member of the Wholesale Funding Group responsible for managing a $8 billion wholesale debt portfolioProduce term debt issuance recommendations that complement Key's strategic goalsActively track and communicate to senior management funding opportunities, fixed income credit spread trends and investor themes.Manage the short-term money market funding portfolio which comprised of Fed Funds, Eurodollars, Brokered CD's, FHLB Advances and REPOSTraded up to $1.5 billion in overnight money marketsPresent weekly to Corporate Treasury personnel developments in wholesale funding markets and economic data
  • Victory Capital Management
    International Operations Analyst
    Victory Capital Management Jul 2011 - Jan 2012
    San Antonio, Texas, Us
    I was solely responsible for all European and Asian trades that Victory Capital trades. I interacted with brokers worldwide to quickly solve any problems that prevent proper settlement of trades. While here I was able to exercise my ability to handle multiple projects and tasks simultaneously within a tight time-frame, identify and escalate issues which could have a significant impact on daily operations, and to recognize high-risk items and escalate those items or seek assistance to minimize loss to Victory and investors.
  • Student Fixed Income Management Group
    Head Analyst
    Student Fixed Income Management Group Sep 2009 - Jun 2011
    Analyze current market trends while collaborating with investment professionals to develop specific investment strategies. I led a team of analysts to analyze a company's ability to repay debt. I assisted in developing younger members while providing insight to fellow analysts.
  • Global Consulting Program
    Student Consultant
    Global Consulting Program Nov 2010 - Dec 2010
    Collaborated with local students in providing recommendations to help a local business transition to a retail store from a wholesaler. I had to overcome significant culture and language barriers while developing recommendations based on our market research.
  • Ohio University
    Student Consultant
    Ohio University Apr 2010 - Jun 2010
    Athens, Ohio, Us
    Analyzed real world companies in a team-based environment, presented findings to faculty and outside clients. Created a marketing plan for The Uptown Grill, a new restaurant in Athens.

Joseph Fleming Skills

Investments Trading Bloomberg Fixed Income Bloomberg Terminal Equities

Joseph Fleming Education Details

  • Ohio University
    Ohio University
    Finance And Business Economics

Frequently Asked Questions about Joseph Fleming

What company does Joseph Fleming work for?

Joseph Fleming works for Capital Planners

What is Joseph Fleming's role at the current company?

Joseph Fleming's current role is Financial Advisor at Capital Planners a Lifetime Financial Growth Company.

What is Joseph Fleming's email address?

Joseph Fleming's email address is jo****@****key.com

What is Joseph Fleming's direct phone number?

Joseph Fleming's direct phone number is (800) 539*****

What schools did Joseph Fleming attend?

Joseph Fleming attended Ohio University.

What skills is Joseph Fleming known for?

Joseph Fleming has skills like Investments, Trading, Bloomberg, Fixed Income, Bloomberg Terminal, Equities.

Who are Joseph Fleming's colleagues?

Joseph Fleming's colleagues are Joseph Matia, David Diblasi, Kim Nehra, John T Morrow, Lauren Leonhardt, Brian Lacey, Andrew (Trey) Frison.

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