CJ Pepe, CFP®

Vice President at Connectus Wealth Advisers
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Contact Information
us****@****om
(386) 825-5501
Location
New York City Metropolitan Area

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Credentials

  • CERTIFIED FINANCIAL PLANNER™
    CFP Board
    Aug, 2018
    - Nov, 2024
  • Series 65 License
    FINRA
    Oct, 2015
    - Nov, 2024

Experience

  • Connectus Wealth Advisers
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Vice President
      • Nov 2021 - Present

  • NorthCoast Asset Management
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Vice President
      • Oct 2015 - Present

  • NYSE
    • Financial Services
    • 700 & Above Employee
    • Business Development Associate
      • Jun 2012 - Oct 2015

      Responsible for Business Development surrounding the NYSE's Secure Financial Transaction Infrastructure (SFTI) Network. SFTI is a private, redundant network which offers customers the opportunity to connect and receive various types of market data directly from the Exchange. Day-to-day responsibilities centered around growing the business by initiating and developing mutually beneficial partnerships with external market data providers to offer new types of content to customers on the network. Show less

  • Barclays Corporate & Investment Bank
    • United States
    • Financial Services
    • 700 & Above Employee
    • Summer Analyst
      • Jun 2011 - Aug 2011

      Supported the Prime Brokerage Middle Office as an Operations Summer Analyst. Assisted with trade allocations/amendments, client reporting and follow-up, and special projects. Supported the Prime Brokerage Middle Office as an Operations Summer Analyst. Assisted with trade allocations/amendments, client reporting and follow-up, and special projects.

  • Johnson & Johnson
    • United States
    • Hospitals and Health Care
    • 700 & Above Employee
    • Finance Co-op
      • Jul 2010 - Jan 2011

      Supported the Fort Washington Plant Finance team at McNeil Consumer Healthcare while remaining a full-time student at Villanova. Assisted with monthly and quarterly financial reporting, analysis of plant operations, and ad-hoc projects. Supported the Fort Washington Plant Finance team at McNeil Consumer Healthcare while remaining a full-time student at Villanova. Assisted with monthly and quarterly financial reporting, analysis of plant operations, and ad-hoc projects.

Education

  • Villanova University
    BS, Finance
    2008 - 2012
  • Xavier High School
    2004 - 2008

Community

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