Joseph Geneva, Mba Financial Advisor Email & Phone Number

Plainview, 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.

New 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

Garden 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

Master Of Business Administration (M.B.A.), Accounting

Bachelor Of Science (B.S.), Accounting

Activities and Societies: • Varsity Lacrosse Player for Division II Team • Dominican Academic Scholarship • Molloy College Lacrosse.