Joel Karacozoff

Advisor at Allocations

Joel Karacozoff is currently an Advisor at Allocations. Prior to this, they were with Balto, True Link Financial, Brightside, TuitionSafe, Personal Capital, and 360 Financial. Joel has over 10 years of experience in the financial industry.

Joel started their career in 2010 as a Financial Advisor & Manager of Asset Operations at 360 Financial. In 2013, they transitioned to Personal Capital as a Product Manager. Joel then became a Founder at TuitionSafe in 2016 before taking on a Product Manager role at Brightside in 2017. Most recently, Joel was with True Link Financial from November 2017 to October 2018 as a Product Manager.

Joel Karacozoff has a BA in Joel'story from Y Combinator and a BA in Joel'story from Princeton University. Joel also has certification from Coursera in The Data Scientist's Toolbox and certification from Financial Industry Regulatory Authority (FINRA) in Series 65.

Links

Timeline

  • Advisor

    Current role

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