Bio
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Topline AI
Joseph Perito is a seasoned pilot and financial expert with 24 years of experience in risk management, investments, and financial planning. He holds a Master of Business Administration from the University of Maryland and an Executive Financial Planner Certificate from San Diego State University. Perito has worked as a pilot for American Airlines, a financial advisor for RAA - Financial Advisors, and a financial advisor for Merrill Lynch, among others.
With expertise in team leadership, strategic planning, and customer service, Perito is a versatile professional with a strong background in the financial industry.
Experience
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American Airlines
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Philadelphia, Pennsylvania, United States
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Pilot
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Feb 2000 - Present
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Philadelphia, Pennsylvania, United States
A320 Captain.
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RAA - Financial Advisors
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Dallas, Texas, United States
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Financial Consultant
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Aug 2018 - Oct 2022
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Dallas, Texas, United States
Financial Advisor.
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Western International Securities
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Westlake Village, CA
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Financial Advisor
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Oct 2016 - Feb 2018
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Westlake Village, CA
Certified Financial Planner (CFP)
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Merrill Lynch
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Oak Brook, IL
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Financial Advisor
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May 2014 - Dec 2015
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Oak Brook, IL
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Marine Corps Officer
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Apr 1986 - Jan 2010
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Education
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1981 - 1985Boston College Carroll School of Management
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2007 - 2009San Diego State University
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2001 - 2005University of Maryland College Park
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Banking”
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