Years of experience: 17
Investor & VCCOOInvestment AnalystData EntryData Entry SpecialistExecutive Coach
Trust Score
Exceptionally trusted; proven professional excellence.
Joseph's Career Path
Jul. 2023 -Present
Mercer AdvisorsSenior Operations Manager
Newark, Delaware, United States
Mar. 2020 -Jul. 2023
Mallard Financial Partners IncChief Executive Officer
Delaware, United StatesMallard Financial Partners is a team of fee-only financial planners committed to supporting your financial journey. At Mallard Financial Partners, we pride ourselves on building financial management strategies tailored to each customer. We can customize our process to meet you where you are on your financial journey. Experience a thoughtful, attentive team dedicated to helping you plan your f...
Nov. 2016 -Mar. 2020
Mallard Financial PartnersInvestment Analyst
Investment analysis, recommendations, and portfolio management for families, small businesses, and endowments.