Joseph Giulio's Email & Phone Number

💼 Past Experience

Joseph Di Giulio has over 25 years of experience in the financial services industry, including 10 years as a CEO and founder. He has a background in insurance and financial planning, and has Directed andDirig ed investment companies. From December 2007 to December 2017, Joseph Di Giulio was CEO of Di Giulio Financial Industry, a financial services company. From Januba 2019 to Decmber 2020, he was Managing Director at True Path Financial and InsuranceServices. From Decmber 2017 to Januba 2019, he was also Managing Director at True Path Financial and Insurance Services. Joseph Di Giulio has also been Acting President and Chief Operating Officer of True Path Financial and Insurance Services since January 2020.From Januba 2019 to Decmber 2020, Joseph Di Giulio was also Managing Director at True Path Financial and Insurance Services. He was also Acting President and Chief Operating Officer of True Path Financial and Insurance Services from January 2020 to Decmber 2021. Joseph Di Giulio has been a financial advisor since 2006 and has worked in a variety of industries, including insurance and financial planning, investment, and private equity. Joseph Di Giulio is a graduate of The Wharton School of the University of Pennsylvania and has completed a business degree from Bard University.

🎓 Education

- Master's degree in Physical Education from the University of Queensland, Australia in November 2022- Three years of high school experience, including three years of physical education in a public high school in Rome, Italy Joseph Di Giulio has a Bachelor's degree from the University of California, Los Angeles and a Master's degree in Physical Education from the University of Queensland, Australia. He has three years of high school experience, including three years of physical education in a public high school in Rome, Italy.

💡 Technical & Interpersonal Skills

Joseph Di Giulio has over 10 years of experience in the financial industry, specifically in the mutual fund industry. He has been managing and aspects of the financial planning and investment of clients through his company, True Path Financial and Insurance Services since 2007. He also held various positions at Pacific Advisors since 2003, most notably as General Agent on behalf of his clients at Ohio National Financial Services. At Cambridge Companies, Joseph was the Corporate CEO from August 2021 to March 2022. He also held the position of Senior Financial Advisor from June 2018 to June 2019, and from June 2017 to June 2019 at True Path Financial and Insurance Services. Finally, he was the Financial Director at Advantage Tennis Academy from June 2018 to June 2019.Joseph’s experience in the private equity and venture capital industries is also well-rounded. He has held the position of CEO & Founder at Di Giulio Financial from August 2021 to March 2022, where he developed and implemented a number of new initiatives. Additionally, he was responsible for overall financial planning, management, and investment at True Path Financial and insurance services from 2007-2018. He also worked as a Senior Financial Advisor at True Path Financial and Insurance Services from June 2018 to June 2019. As of June 2019, he is currently the Managing Director at True Path Financial and Insurance Services.Since 2003, Joseph Di Giulio has been involved in the tennis world as a player. He has played in Futures tournaments and has represented Italy at both the Youth and Senior level. Among his victories, he has made it to both the WTA Tour and the ATP Tour.