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Joseph Myers

Investment Analyst

Hantz Group

United States, New York, Utica

About Me

Investment Analyst dedicated to helping clients reach their financial goals. I work closely with Financial Advisors and clients to build Investment Portfolios, Financial Plans, and Data Analytics. Skilled in Communication, Teamwork, Data Analysis, Auditing, and Portfolio Management. Strong finance professional with a BBA in Finance from Northwood University and a Masters of Science in Finance from Walsh College.

Profile Information

Investment Analyst

Hantz Group

Investment Team

Investor

Family Office

Utica

New York

United States

Jul 24, 2024

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