Joe J. Patracuollo
Plus aucun poste en cours
Profil
Mr. Joe J.
Patracuollo, CFA MBA, is a Vice President of Research at Budros, Ruhlin & Roe, Inc. Prior to joining Budros, Ruhlin & Roe in 2009, he was an Analysis manger at Nationwide Financial Services and Assistant Vice President at Enterprise Group of Funds Credentials.
Mr. Patracuollo received a BS degree from The University of Massachusetts and an MBA from Georgia State University.
He is a Member of the CFA Institute.
Anciens postes connus de Joe J. Patracuollo
| Sociétés | Poste | Fin |
|---|---|---|
Nationwide Financial Services, Inc.
 Nationwide Financial Services, Inc. Life/Health InsuranceFinance Nationwide Financial Services, Inc. engages in long-term savings and retirement products. It develops and sells individual annuities, private and public sector group retirement plans, other investment products sold to institutions. It also provides life insurance and investment advisory services. The company was founded in November 1996 and is headquartered in Columbus, OH. | Corporate Officer/Principal | 31/12/2008 |
BRR Opco LLC
 BRR Opco LLC Investment ManagersFinance BRR Opco LLC (BRR) is a wealth management firm headquartered in Columbus, Ohio. The firm was founded by Jim Budros in 1979 as Budros, Ruhlin & Roe, Inc., which serves as their current trade name. They are a subsidiary of Corient Private Wealth LLC, which is ultimately owned by CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. BRR primarily provides wealth management services to high-net-worth individuals and their associated entities, trusts, and estates. | Membre du Comité d'Investissement | - |
Formation de Joe J. Patracuollo
| Georgia State University | Masters Business Admin |
| University of Massachusetts | Undergraduate Degree |
Expériences
Fonctions occupées
Sociétés liées
| Entreprise privées | 2 |
|---|---|
BRR Opco LLC
BRR Opco LLC Investment ManagersFinance BRR Opco LLC (BRR) is a wealth management firm headquartered in Columbus, Ohio. The firm was founded by Jim Budros in 1979 as Budros, Ruhlin & Roe, Inc., which serves as their current trade name. They are a subsidiary of Corient Private Wealth LLC, which is ultimately owned by CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. BRR primarily provides wealth management services to high-net-worth individuals and their associated entities, trusts, and estates. | Finance |
Nationwide Financial Services, Inc.
Nationwide Financial Services, Inc. Life/Health InsuranceFinance Nationwide Financial Services, Inc. engages in long-term savings and retirement products. It develops and sells individual annuities, private and public sector group retirement plans, other investment products sold to institutions. It also provides life insurance and investment advisory services. The company was founded in November 1996 and is headquartered in Columbus, OH. | Finance |
