joel redmond

adjunct professor of finance

About

Private wealth technical lead on multifaceted HNW/UHNW client team.

Country

united states

City

syracuse

Industry

financial services

Skill

investments, finance, financial analysis, strategic financial planning, financial services, financial advisory, financial modeling, portfolio management, financial planning, securities, asset management, risk management, wealth management, public speaking, sales, retirement, teaching, corporate finance, financial markets, mergers and acquisitions, valuation, blogging, analysis, fundamental analysis, marketing, leadership, equities, series 7, investment strategies, alternative investments, personal finance, credit, investment advisory, financial risk, writing, technical analysis, asset allocation, insurance, relationship management, time management, estate planning, wealth, trading, python, financial planners, small business, business, investment management, classics, media

Experience

secretary

cfa society of rochester

2016-1 - 2016-1 · 1 mo

freelance writer

cny business journal

1998-1 - 2001-1 · 3 yrs 1 mo

senior financial planner, vice president

keybank

2011-11 - Present · 14 yrs 11 mos

author

the one-minute financial planner

2011-4 - Present · 15 yrs 6 mos

A short, easy-to-understand book answering sixty common misconceptions people have about money, investing, and retirement.

solution specialist

cxtec

2001-1 - 2004-1 · 3 yrs 1 mo

financial consultant

wells fargo advisors

2005-6 - 2011-11 · 6 yrs 6 mos

cfp board ambassador

cfp board

2011-10 - Present · 15 yrs

Responsible for promotion of Certified Financial Planner® designation as the preeminent qualification for personal financial planning. Interact with local and national media touching on financial planning topics & concerns.

psc instructor

bryant & stratton college

2008-1 - 2012-1 · 4 yrs 1 mo

Conduct comprehensive review classes for FINRA Series 6. 7, 63, 65, and 66 exams Conduct Tax Planning review class for CFP curriculum

adjunct professor of finance

syracuse university - martin j. whitman school of management

2015-1 - Present · 11 yrs 9 mos

Teaching one 300-level course in investments to juniors and seniors, as well as serving as the student advisor to the graduate students for the Whitman School's Stock Pitch Challenge.