Joel Greenwald

Joel Greenwald Email and Phone Number

Manager at Financial and Investment Firms @
Joel Greenwald's Location
Miami-Fort Lauderdale Area, United States
About Joel Greenwald

Joel Greenwald is a Manager at Financial and Investment Firms at Wells Fargo Bank. They is proficient in English.

Joel Greenwald's Current Company Details
Wells Fargo Bank

Wells Fargo Bank

Manager at Financial and Investment Firms
Joel Greenwald Work Experience Details
  • Wells Fargo Bank
    Mortgage Claims Analyst
    Wells Fargo Bank Feb 2017 - Present
    West Des Moines, Iowa
  • Self Employed
    Owner
    Self Employed 2011 - 2014
    Coconut Creek, Fl
    Moved to Florida to care for ailing Parent and then ailing relatives.
  • Greenwald & Associates
    Licensed Real Estate Broker
    Greenwald & Associates 2010 - 2011
    Quincy, Ma
    * Hired licensed professionals and skilled workers to bring home up to all of the latest housing codes after a devastating and flooding winter storm.* Filed proper home insurance forms, city work permits, met with insurance and city home inspectors.
  • U. S. Census
    Field Office Operations Manager
    U. S. Census 2009 - 2010
    Providence, Ri
    * Participated in all phases of the set-up of office functions required to support field operations for the 2010 Federal Census for the southeastern section of MA and RI.* Organized a diverse informational program needed to contact numerous ethnic community associations to publicize census employment opportunities.* Collaborated with Director to test, select and train multilingual qualified individuals for all enumerator and clerical positions.* Managed and supervised daily routine tasks required in the collection of critical information. Required to control, review and reporting of the data under strict and deadlines.
  • Financial And Investment Expert
    Office Manager And Registered Financial Planner
    Financial And Investment Expert 2006 - 2008
    Lovely & Company Providence, Ri
    Aided my wife when she set up her own financial service company after she left Smith Barney in Providence, RI. FINRA Financial Industry Regulatory Authority, Inc. - Licensed in Series 7 & Series 63* Executed stock, bond and option trades, suggested by my own detailed specific research analysis; along with clients and the president of the company requests.* Created analytical tools to track revenue and expenses, maintain top client correspondence parameters and various marketing metrics.* Performed internal paperwork for compliance mandates of the SEC and State obligations, along with industry wide regulatory audits.* Aided returning veteran families in preparing resumes, job opportunities, financial, insurance and retirement plans.* Took numerous courses to increase knowledge of 401-K reports, IRAs and industry wide Pension Reform legislation.* Initiated procedures to set up a new Financial Planning Company; included site selection, equipment and furniture purchases, establishing vendor relationships and maintaining client relationships. * Transferred and processed over 400 existing accounts along with new account paperwork under meticulous guidelines.
  • Pnc Bank Global Investment Servicing
    Investment Control Manager Specialist
    Pnc Bank Global Investment Servicing 1998 - 2006
    Westborough, Ma
    * Earned three promotions for valuable input; success in training subordinates; achieving stated company goals and cutting unnecessary costs.* Trained supervisors who were responsible of their accountants to identify and correct bookkeeping inaccuracies in mutual fund shareholder accounts.* Initiated and developed new policies and procedure manuals, which decreased by 90% of errors within the first two years of execution.* Successfully bolstered unit profitability through diminished restitution of payments to clients due to errors and lack of proper methods of operations.* Managed all phases of SEC, state regulators and internal audits. Resulted in excellent personal reviews and commendations, including my staff. * Effectively performed, with staff, needed overtime and weekends when PNC Bank purchased family of mutual funds in order to update all new client accounts properly and with-in short targeted deadlines.

Joel Greenwald Education Details

Frequently Asked Questions about Joel Greenwald

What company does Joel Greenwald work for?

Joel Greenwald works for Wells Fargo Bank

What is Joel Greenwald's role at the current company?

Joel Greenwald's current role is Manager at Financial and Investment Firms.

What schools did Joel Greenwald attend?

Joel Greenwald attended Suffolk University - Sawyer Business School, Babson College, Newcastle University, Thayer Academy, Shady Hill School.

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