Practice Manager - Investment Coordinator — Jacksonville, FL
Joe is a decorated United States Navy Gulf War Veteran who served 21 years as an Aviation Warfare Systems Operator, Helicopter Crew Chief and Rescue Swimmer. He concluded his duty as the lead instructor at the United States Navy Rescue Swimmer School in Pensacola, Fl.
Since retiring from the Navy in 2000, Joe’s experience includes work at regional and national brokerage firms specializing in operations and sales support. He joined Sagemark Consulting in 2005 as the practice’s investment coordinator and Registered Planner Assistant. He is FINRA Series 7 registered, responsible for fixed income and equity training and handles compliance and due diligence responsibilities.
The Jacksonville resident was born abroad and is a world traveler. Joe and his wife, Tracy, enjoy running, golf and spending time with family and friends.