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Joe Kane

Trading Department Intern

New York City Metropolitan Area

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Timeline
About me
Vice President, Business Development Manager at 55ip
Education
- King's College
  2010 - 2011
  Accounting
  Activities and Societies: Men's Basketball Team, Community Service Day Volunteer
- The College of New Jersey
  2011 - 2014
  Bachelor of Science (B.S.) Finance, General
  Activities and Societies: Scholar Athlete Award recipient, Men's Basketball Team (Captain), Men's Track and Field, Elementary School Tutor, Youth Basketball Volunteer Coach, Field Worker (Varsity Football)
Experience
- Neuberger Berman
  Jun 2013 - Aug 2013
  Trading Department Intern
- Merrill Edge
  Jun 2014 - Oct 2017
  Assistant Vice President, Financial Solutions Advisor
- BlackRock
  Nov 2017 - Mar 2021
  Associate, RIA Coverage
  2018 & 2019 National RIA Investment Sales Associate of the Year
- 55ip
  Mar 2021 - now
  Vice President, Business Development Manager
  55ip is the marketing name used by 55 Institutional Partners, LLC, an investment technology developer, and for investment advisory services provided by 55I, LLC, an SEC-registered investment adviser. 55ip is part of J.P. Morgan Asset Management, the brand for the asset management business of JPMorgan Chase & Co. and its affiliates worldwide.
Licenses & Certifications
- Series 7
  Financial Industry Regulatory Authority (FINRA)
  Jul 2014
- Chartered Retirement Planning Counselor (CRPC®)
  College for Financial Planning
  Aug 2017
- Accredited Wealth Management Advisor (AWMA®)
  College for Financial Planning
  Nov 2015
- Series 66
  NASAA
  Sept 2014
Volunteer Experience
- Basketball Coach
  Issued by Catholic Youth Organization on Dec 2016
  Associated with Joe Kane

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