Joseph Geneva, Mba Financial Advisor Email and Phone Number
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As Managing Partner at Geneva Capital Management, I work to find my clients a real, long term solution, rather than a temporary product.Growing up, I played every sport that you could imagine, from soccer to lacrosse to football. While playing these games I learned something that has stuck with me throughout the years: the harder you work, the better you play. I used this mind set to get my bachelor’s degree at Molloy College. From there I went to Hofstra University and received my MBA in Accounting. It was during this time that I discovered not only my love for finance, but my passion for working one on one with individuals. Today I use the knowledge and skills I have gained throughout my education to help my clients manage assets, mitigate risks and provide for a better and brighter future. Anything is possible. Let me help discover the right solutions for you by contacting me today.(516) 650-6242jg@genevacm.com
Geneva Capital Management
View- Website:
- genevacm.com
- Employees:
- 2
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Managing PartnerGeneva Capital Management Mar 2014 - PresentPlainview, New York, United States• Meet with clients one on one to fully understand their personal circumstances and financial goals• Communicate and simplify complex information for clients in order to provide them with clear options and help them assess the relative merits of different plans• Create and implement a customized strategy that is designed to help clients reach their short, medium and long-term goals• Conduct periodic client portfolio reviews to ensure the strategy remains commensurate with individualized objectives• If life or economic changes occur, alter plan as needed to ensure stability and securitySecurities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
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Senior AuditorEisneramper Llp Nov 2011 - Jan 2014New York, Ny• Performed audit procedures on financial services and commercial clients in order to ensure financial statement accuracy• Supervised staff members and instill “big-picture thinking” when staff perform basic audit procedures• Trained recent college graduates in transforming book-knowledge into real-world implementation• Generated various analytical expectations in order to forecast trends internally and within clients’ industries• Collected and analyze client documentation in order to draft detailed reports related to controls, compliance, and financial competence with respect to materiality as it pertains to the financial statements• Communicated with CFOs, Controllers, and Account Executives to facilitate business processes and further develop client relationships -
Contract AdministratorDefense Contract Management Agency (Dcma) May 2010 - Jul 2011Garden City, Ny• Created, updated, and maintained database information to appropriately manage completed and work-in-progress contracts• Used Microsoft Access to update pricing case information throughout the term of audit and technology procedures• Acted as a liaison between defense contractors, auditors, and engineers in order to maintain correspondence throughout production processes
Joseph Geneva, Mba Financial Advisor Skills
Joseph Geneva, Mba Financial Advisor Education Details
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Accounting -
Accounting
Frequently Asked Questions about Joseph Geneva, Mba Financial Advisor
What company does Joseph Geneva, Mba Financial Advisor work for?
Joseph Geneva, Mba Financial Advisor works for Geneva Capital Management
What is Joseph Geneva, Mba Financial Advisor's role at the current company?
Joseph Geneva, Mba Financial Advisor's current role is Managing Partner at Geneva Capital Management.
What is Joseph Geneva, Mba Financial Advisor's email address?
Joseph Geneva, Mba Financial Advisor's email address is jo****@****per.com
What is Joseph Geneva, Mba Financial Advisor's direct phone number?
Joseph Geneva, Mba Financial Advisor's direct phone number is (631) 385*****
What schools did Joseph Geneva, Mba Financial Advisor attend?
Joseph Geneva, Mba Financial Advisor attended Hofstra University, Molloy College.
What are some of Joseph Geneva, Mba Financial Advisor's interests?
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What skills is Joseph Geneva, Mba Financial Advisor known for?
Joseph Geneva, Mba Financial Advisor has skills like College Planning Strategies, Employee Benefit Strategies, Estate Conservation Strategies, Investment Advisory Services, Business Succession Strategies, Financial Services.
Who are Joseph Geneva, Mba Financial Advisor's colleagues?
Joseph Geneva, Mba Financial Advisor's colleagues are Thomas Geneva.
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