Joe Benvenuto, Dipwset Email & Phone Number

Zurich, Switzerland

The Zürich Wine Academy provides engaging, fun, and enriching wine experiences and education for everyone, from wine novices to wine professionals. We offer industry-recognized certifications, curate educational travel experiences, and organize wine-tasting events and master classes to assist you on your own wine journey. Our programs include the Wine & Spirit Education Trust (WSET) Levels 1, 2, and 3 Wine Courses along with the Wine Scholar Guild's (WSG) French, Italian, and Spanish Wine Scholar Courses.Formally known as 500 Wineries, the Zürich Wine Academy is now located in central Zürich at Werdstrasse 8, 8004 Zürich, Switzerland.

Dijon, Bourgogne-Franche-Comté, France

San Francisco Bay Area

◦ Led 28 wealth managers to gather $700 million of new investment assets and enroll $300 million into managed advice offerings through effective sales development and relationship building, while managing a branch of 33,000 clients representing $28 billion in assets◦ Fostered a collaborative and results-oriented team culture, scoring in the top one percent of all leaders in the Annual Employee Engagement Survey during three of the five years◦ Partnered with a team to establish the first formal employee-driven mentoring program, pairing six mentors and mentees in a structured rotational initiative focused on leadership development and business awareness, resulting in four employee promotions to positions of increased responsibility◦ Planned and executed 209 in-person and virtual client events with integrated wine education, resulting in 5,900 attendees due to the scalable client engagement strategy◦ Hosted monthly virtual wine tastings for the Charles Schwab team and their significant others during the global pandemic, focusing on unique wine producing regions throughout the world

Boca Raton & Palm Beach Gardens, Florida

Boston, Ma

• Rotation 1: Service Model & Sales Integration Group, Personal and Workplace Investing (Smithfield, Rhode Island)• Rotation 2: Premium Relationship Sales Manager, Personal Investing (Salt Lake City, Utah)• Rotation 3: Digital Innovation Product Manager, Workplace Investing (Merrimack, New Hampshire)• Rotation 4: Fidelity Family Office Services, Fidelity Institutional (Boston, Massachusetts)• Elected by his peers to represent the GMA Class of 2014 on the Fidelity Investments General Management Apprentice Council• Appointed as Finance Chairman of Fidelity's Veteran Employee Resource Group, FiVE

New York, Ny

• Awarded the Stern Military Service Scholarship• Vice President of Conference, Sales & Trading Club• Sales and Trading Industry Mentoring Initiative Candidate at Citi• President, Stern Partners Committee

New York, Ny

• Conducted fundamental company and industry analysis, developing and presenting trade strategies to generate above average risk-adjusted returns on the High Yield Debt and the Multi-Asset desks

Atlanta, Ga

◦ Managed a $323 million portfolio of 93 auto dealerships that included $20.7 million in real estate and working capital loans, creating revenue forecasts and financial reports for senior leadership◦ Directed the acquisition of 18 dealerships’ inventories, commercial credit accounts, and operating loans valued at $14.6 million, extending wholesale credit lines in excess of $42.3 million

Hartford, Ct

◦ Conducted comprehensive financial statement analysis on 78 auto dealerships valued at $70.8 million resulting in the approval of $333 million in credit lines

Iraq And Fort Campbell, Ky

• Managed a team of 3 United States soldiers that trained and mentored 20 Iraqi Army personnel in intelligence tactics and procedures, informant development, and detainee processing• Designed and implemented an Iraqi Army brigade intelligence program that led to the capture of over 200 insurgents• Supervised the operation and renovations of an Iraqi Brigade Internment Facility holding 300 detainees• Spearheaded an initiative to fuse Iraqi and United States Intelligence and operational efforts by leading a team of 15 soldiers to create one of the first Iraqi-U.S. Brigade Tactical Operations Centers

Iraq And Fort Campbell, Ky

• Led 18 infantry soldiers on over 40 combat missions and 100 patrols securing the Iraqi cities of Karbala, Baghdad, and Mosul during the invasion of Iraq• Planned and executed the successful extraction of a special operations team from overwhelming enemy contact despite being significantly outnumbered by enemy forces• Received the highest possible proficiency rating from the commander for extraordinary flexibility, positive attitude, and aggressiveness in combat

Master Of Business Administration - Mba, Wine & Spirits Business

Master Of Business Administration - Mba, Finance, Law & Business

Activities and Societies: Sales & Trading Club (Vice President of Conference), Sales and Trading Industry Mentoring Initiative Candidate.

Bachelor'S Degree, East Asian Studies

Activities and Societies: Dean's List, Academic Individual Advanced Development in Taiwan, Sandhurst Military Competition (Team Leader.