Joe Mercado has a diverse work experience with a focus on business development, management consulting, and program management. Joe has worked in various roles such as Director of Business Development and Strategic Initiatives at Empirical Wealth Management, Principal Management Consultant/Business Development Manager at Marcquet Consulting, and Sr. Business Management Consultant/Business Development Manager at Revel Consulting. Joe has also worked with companies like Slalom Consulting, SharePoint360, Program Navigators Inc, Fujitsu, AT&T, and Safeco Insurance in different capacities, including roles in project management, program planning, and IT services. Overall, Joe has a strong background in business development and management consulting, with a focus on driving growth and implementing strategic initiatives for organizations.
Joe Mercado obtained a Certificate in Strategic Business Management from Harvard Business School Executive Education in 2016. Prior to that, they attended the University of Washington from 1992 to 1996, where they earned their Bachelor's degree. The field of study for their Bachelor's degree is not specified.
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Empirical Wealth Management
Empirical, headquartered in Seattle, WA works with and services clients with a commitment to excellence in investment + tax + financial advisory services. Empirical has offices in Seattle, Bellevue, Spokane, Portland, San Francisco, Los Gatos and Irvine and services clients all over the country. Empirical provides financial guidance to high net worth individuals, families, non-profit organizations and company retirement plans. Our goal is to take the accumulated wisdom of the past several decades of academic research, years of hands-on experience, and advanced education to help investors grow and protect their wealth. Our mission is to provide you with the most effective, unbiased investment and financial planning advice available. Rather than just being another Financial Advisor, Empirical strives to be a Personal Financial Advocate, working to help our clients make consistently smart financial choices. We accomplish this by weighing each financial decision within the context of an overall customized financial plan. This strategy is simple, yet profound for our clients: the greater the number of prudent financial choices our clients make, the more quickly clients will get to where they want to be. Empirical strives to do all that we can to help capitalize and realize those very possibilities.