Joseph B. is a seasoned financial professional currently serving as an Independent Financial Advisor at Osaic since January 2024, with a previous tenure as an Independent Financial Advisor at Woodbury Financial Services from July 2018 to January 2024. Prior experience includes roles as Vice President - Financial Advisor at Capital One Investing from May 2013 to July 2018 and Vice President - Investments/Financial Advisor at JPMorgan Chase from May 2011 to March 2013. Joseph also held the position of SVP Business Development USA at BMI Research (A Fitch Group Company) from August 2010 to May 2011, where the focus was on providing quality research to clients. Earlier experience includes working as a Financial Consultant at Laidlaw & Company from September 2003 to August 2010. Joseph holds a Bachelor of Science in Finance from Roger Williams University and completed a Core Concentration in Italian Studies at ISI Florence International Studies Institute.
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