Joanne Credi Fredo,
Joanne joins genFinance following a 10 year career in Private Wealth Management at Deutsche Bank Alex Brown. Through-out her time at DB, she had been instrumental in facilitating IPOs, executing 401(k) rollovers, exercising stock option and warrants, filing restricted stock for corporate insiders with the
SEC as well as managing high net worth client service requests and operations. She is very enthusiastic about joining genFinance and working with Jennifer to achieve the best service for clients.
Joanne is married to Mark who is a Global Executive Creative Director with IBM. They have one son and live in Atlanta GA. In her spare time she enjoys spending time with family and volunteering. She works very closely with a non-profit called Giving Grace as well as other organizations serving local impoverished communities.
State University of New York, Cortland NY