Joe Testa Email and Phone Number
Joe Testa work email
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Joe Testa personal email
A Chicago native, Joe started his construction career in college as he was earning his degree in mathematics and finance. After graduation, Joe went into banking in Chicago, eventually landing in Los Angeles at a family office where he managed multiple projects for high-net-worth clients. Creating and implementing budgets, auditing payments and managing accounts payable, he worked in tandem with his clients to ensure they were always informed and involved in the process. Furthering his commitment to client satisfaction, Joe now brings his focus and dedication to Peak Projects.When not at work Joe spends his time with his girlfriend and dog outside enjoying the beaches and hills of Los Angeles.
Universal Asset Management
View- Website:
- ua-mgmt.com
- Employees:
- 7
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Project AnalystUniversal Asset ManagementLos Angeles, Ca, Us
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Associate Project ManagerPeak Projects Jul 2021 - May 2024Los Angeles, California, United States -
Business ManagementIntrinsic Business Management Jan 2018 - May 2021Beverly Hills, California, United States
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Relationship BankerBmo Harris Bank Oct 2015 - Jan 2018800 W Washington Blvd. Chicago, Il• Launched first highly successful Smart Branch• Lead training on opening new Smart Branches• Open personal, non-personal, and small business accounts• Cross sold various lending products including home equites, personal loans, and mortgage loans• Developed strong relationships with business partners and identify strong reliable client leads -
Customer Service RepresentativeBmo Harris Bank Oct 2014 - Oct 2015111 W Monroe St. Chicago, Il 60603• Exceeded goals by 181.1% year to date• Ranked 9 out of 1716 tellers year to date• Currently number 1 in the market• Cross sold various lending products including home equites, personal loans, and mortgage loans• Developed strong relationship with my business partners• Consistently managing operations reports and audits• Delivering BMO brand by consistently providing excellent customer service • Adhere to current rules and regulations, as well as compliance
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ForemanDinatale Construction May 2012 - Oct 2014Addison, Illinois•
Joe Testa Education Details
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Finance, General
Frequently Asked Questions about Joe Testa
What company does Joe Testa work for?
Joe Testa works for Universal Asset Management
What is Joe Testa's role at the current company?
Joe Testa's current role is Project Analyst.
What is Joe Testa's email address?
Joe Testa's email address is jo****@****dpm.com
What schools did Joe Testa attend?
Joe Testa attended College Of Dupage.
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