Talk to sales Try for Free
Joe Bistany

Joe Bistany

Wealth Management Analyst

Followers of Joe Bistany925 followers
location of Joe BistanyNew York City Metropolitan Area

Connect with Joe Bistany to Send Message

Connect

Connect with Joe Bistany to Send Message

Connect

  • Timeline

  • About me

    Senior Research Analyst at PivotalPath

  • Education

    • Rowan University

      2017 - 2021
      Bachelors Accounting

  • Experience

    • Morgan Stanley

      Aug 2021 - Aug 2022
      Wealth Management Analyst

    • PivotalPath

      Sept 2022 - now

      • Senior Research Analyst

        Jan 2024 - now

      • Research Analyst

        Sept 2022 - Jan 2024

  • Licenses & Certifications

    • Chartered Financial Analyst (CFA)

      CFA Institute
      Apr 2024