Vice President@ Zacks Investment Management
Clarksville, Tennessee, United States
Joe Maxey, CFP®
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University of Georgia - Terry College of Business
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FlashIntel GPTJoe Maxey, CFP(r) is a highly experienced professional with 19 years of work experience in marketing, capital, B2B sales, and the software industry. Based in Georgia, Joe has worked at reputable companies such as Zacks Investment Management and Canary Wealth Strategies Financial & Investment Management Advisor Representatives. With a focus on maximizing wealth by minimizing large losses, Joe believes in the power of tactical risk strategies to reduce the chance of making emotional investment decisions and increase investor prospects. His expertise and leadership skills have contributed to the success of TRADEMARK Capital, a boutique investment management firm.
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About
TRADEMARK Capital is a boutique investment management firm that provides tactical ETF portfolio solutions. For over two decades, Trademark’s principals have managed tactical portfolios aimed to maximize wealth by minimizing large losses. We do not manage strategies to outperform an index or benchmark. We believe our tactical risk strategies reduce the chances of making emotional investment decisions and, in return, may increase investors’ likelihood of meeting their long-term goals.
Work Experience
Vice President
Vice President
Financial Services
Joe Maxey, CFP®'s Professional Milestones
- Investment Consultant (2007-03-01~2010-04-01): Creating comprehensive investment strategies that maximize returns and drive lasting growth.
- Senior Vice President - Sales (2010-05-01~2018-11-01): Achieved record-breaking sales targets, contributing to the company's overall revenue growth.
Education
Financial Planning
Skill
Marketing
Capital
B2b
Sales
Software Industry
Certification
Colleagues
Matthew Shell
Vice President, Tax Planning at Zacks Investment Management
Scott Schneider
Chief Marketing Officer
Gabe Szymarek
vice president southern united states | ria & family office
Tim Crawford
regional vice president at zacks investment management - southwest u s
Don Ralph
Chief Financial Officer
Other Named Joe Maxey, CFP®
Frequently asked questions
We found 3 Joe Maxey, CFP®'s email addresses
We found 4 Joe Maxey, CFP®'s phone numbers
Joe Maxey, CFP®'s social media include: Linkedin,
Joe Maxey, CFP® works for Zacks Investment Management
Joe Maxey, CFP®'s role in Zacks Investment Management is Vice President
Joe Maxey, CFP® works in the industry of Financial Services
Joe Maxey, CFP®'s colleagues are Matthew Shell,Scott Schneider,Gabe Szymarek
Joe Maxey, CFP®'s latest job experience is Vice President at Zacks Investment Management
Joe Maxey, CFP®'s latest education in University of Georgia - Terry College of Business
