Josette Beatrice

Josette Beatrice began their work experience in 2018 as an Equity Analyst at the Center for Advanced Financial Education. In this role, they were responsible for managing real dollar portfolios and analyzing global conditions to make investment decisions.

In 2019, Josette joined BNY Mellon Wealth Management as a Sales Associate. Josette remained in this role until 2021, gaining experience in client advisory and sales.

Since 2021, Josette has been working as an Associate in Client Advisory at TwinFocus. Further details about their responsibilities in this role are not provided.

Josette Beatrice obtained their Bachelor's degree in Finance and Financial Management Services from Roger Williams University. Josette attended the university from 2015 to 2019. In addition to their degree, they also obtained a Series 65 certification from NASAA in November 2022.