Joey joined Flynn Financial in September of 2021 as a Client Relationship Manager on the retirement team spearheading participant education initiatives. Joey is passionate about supporting clients’ retirement needs through collaboration with the rest of the Flynn Financial Team and our corporate vendors.
Joey holds the SIE exam, Series 7 exam, and Series 66 licenses. He is currently pursuing the Certified Financial Planner (CFP®) and Chartered Retirement Planning Counselor (CRPC) designations.
Before joining Flynn Financial, Joey spent three years in the recruitment industry recruiting investment professionals for NYC-based Hedge Funds and Private Equity firms.
He graduated Summa Cum Laude from SUNY Binghamton’s School of Management in 2018, with a concentration in Marketing and MIS. He resides in Edgewater, NJ. During his free time, he enjoys hiking, playing soccer, fishing and watching professional sports.