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Joel profile image

Joel Greenwald




16 days ago
11/11/2009
WarwickHires.com
actively looking

About Joel Greenwald

To Whom It May Concern:

Joel A. Greenwald was employed as a Registered Assistant Broker for Lovely & Company from January 2007 through December 2009. During this same time he was also the Office Manager for myself and 2 other financial planners in the shared office. Unfortunately his position was terminated (lay off) due to severe market dislocation which had an adverse impact on my business.

My business provides financial planning and security brokerage services to wealthy individuals and small business owners. Joel holds Series 7 and 66 licenses. He was instrumental in helping me to set up my independent office and transfer approximately 300 accounts from Smith Barney. He worked seven days a week during the first 12 weeks out of 13. Following that lengthy transition, Joel provided a variety of administrative support duties, executed securities trades for clients and performed basic mutual fund and extensive stock research. A number of his suggested ideas I incorporated into my business. Overall, I found Joel to be a most knowledgeable, reliable, conscientious, dedicated and hard working employee.

Please feel free to contact me for additional information.

Regards,

Robin A. Lovely, MBA, CFP® President Lovely & Company Providence, RI 02903

Work Experience

  • Jan 2007 - Dec 2009
  • Lovely & Company
  • OFFICE MANAGER
  • Providence RI

Assisted principal in setting up new financial planning practice including site selection, equipment and furniture purchases, vendor relationships.

Processed existing and new account paperwork, checks, journals and federal fund wire requests.

Performed internal paperwork compliance audits.

Executed stock and bond trades.

Created analytical tools to track revenue and expenses, top client parameters and various market metrics.

Performed basic research on various investments.

  • Mar 1998 - Oct 2006
  • PFPC Global Fund Services
  • SENIOR INVESTMENT CONTROL SPECIALIST
  • Westboro MA

Senior quality control position responsible for identifying and correcting accounting in accuracies in mutual fund shareholders accounts.

Developed new procedures, which decreased number of errors by 90% in first year of execution.

Bolstered unit profitability through decreased restitution payments.

Education

  • 1983 - 1985
  • Suffolk University MBA
  • Boston MA

Dean's List

  • 1972 - 1975
  • Babson College
  • Wellesley MA

Dean's List

Helped initiate the Junior Year Abroad Program. Attended Newcastle-Upon-Tyne University in England.

Joel Greenwald's Network

No members in network

Other Details

Languages

English

Skills/Certifications

Securities Licenses, Series 7 & 66

Interests/Hobbies

Photography Gardening Stained Glass Travel History Investments