Joseph Digiammo
President at JMD Financial Planning | United States
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Joseph Digiammo, as President of JMD Financial Planning, leverages his extensive 34 years of experience in the financial services sector to deliver exceptional value to family offices, independent advisors, and individual clients. His career began at Morgan Stanley in New York City, where he honed his skills in institutional equities as a position and sales trader. This foundational experience paved the way for his expertise in trading, financial consulting, and digital business transformation, allowing him to navigate the complexities of the financial landscape with ease.
At JMD Financial Planning, Joseph focuses on comprehensive financial planning, employing a client-centric approach that revolves around six core principles. He emphasizes the importance of establishing and mutually defining relationships with clients, ensuring that their financial goals, needs, and priorities are clearly articulated and understood. By gathering all necessary documents and relevant qualitative and quantitative information, he conducts thorough analyses that inform tailored financial strategies.
Joseph's proficiency in investment banking, consultative selling, and equity derivatives positions him as a trusted advisor in the industry. His skills in financial modeling and valuation further enhance his ability to provide insightful recommendations that drive client success. With a commitment to transparent communication and a deep understanding of proprietary trading, Joseph is dedicated to empowering clients to make informed financial decisions. Under his leadership, JMD Financial Planning continues to thrive, helping clients navigate their financial journeys with confidence and clarity.
President at JMD Financial Planning in August 2012 to Present
Vice President, Executive Client Partner /FS NA Business Development Lead at Publicis Sapient in July 2015 to Present
Professor at Minyanville in March 2013 to July 2015
Managing Director/Global Head of Equities at Mischler Financial Group in May 2012 to July 2015
Equity/derivative trader at SIG in January 2009 to January 2012
Executive Director, Equity Trading at UBS Investment Bank in January 2004 to January 2009
Trader/ Sales trader at Morgan Stanley in January 1993 to January 2004
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Trading Strategies
Client Services
Investment Banking
Software as a Service (SaaS)
Consultative Selling
Equity Derivatives
Mutual Funds
Investment Strategies
Portfolio Management
Financial Markets
Business Development
Financial Advisory
Business Consulting
Proposal Writing
Presentations
Presentation Skills
Content Development
Communication
Financial Analysis
Business Process Outsourcing (BPO)
Banking
Relationship Building
Account Planning
Strategic Vision
Securities Lending
Trading Desk
Proprietary Trading
Trading Systems
Financial service profesional w 18+ years of institutional trading/sales trading
Fixed Income
Equities
Bloomberg
Valuation
Capital Markets
Series 63
Financial Modeling
Asset Management
Hedge Funds
Series 7
Financial Services
Options
Series 24
Electronic Trading
Securities
Trading
Alternative Investments
Equity Trading
Derivatives
Investments
Securities Regulation
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What is Joseph Digiammo email address?
Email Joseph Digiammo at [email protected] and [email protected]. This email is the most updated Joseph Digiammo email found in 2026.
What is Joseph Digiammo phone number?
Joseph Digiammo phone number is +19784943147 and +16462452860.
How to contact Joseph Digiammo?
To contact Joseph Digiammo send an email to [email protected] or [email protected]. If you want to call Joseph Digiammo try calling on +19784943147 and +16462452860. (updated on October 29, 2024)
What is Joseph Digiammo net worth?
Joseph Digiammo has an estimated net worth of $750,000 to $999,999
What company does Joseph Digiammo work for?
Joseph Digiammo works for JMD Financial Planning
What is Joseph Digiammo's role at JMD Financial Planning?
Joseph Digiammo is President
What industry does Joseph Digiammo work in?
Joseph Digiammo works in the Business Consulting And Services industry.
Joseph Digiammo Email Addresses
Joseph Digiammo Phone Numbers
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