Member of the Month - Joanna Capobianco

Joanna Capobianco
Director of Investments
Oppenheimer & Co. Inc.
CREWbiz Profile

How many years a CREW Member?
4

Fun Fact
As a life-time New Yorker I like to take advantage of al that New York has to offer... museums, Lincoln Center, Broadway.

I also love all things Italian and have enjoyed getting involved in the Italian American Community both on a cultural and business level. When I can get away from my job in the financial markets for a week or two, I usually head to Italy for some fun, great food and to see old friends.

Describe a key piece of advice you received during your career, and how it impacted you. 
The advice I received was to first learn to listen. In working with people or corporations in helping them with their financial needs you must first listen to them and hear what concerns them.

Putting together a financial road map for an individual or corporation can only be effective if that plan meets the needs of the client in reach their financial goals.

Every individual has hopes and dreams. Being financial secure can help. Corporations also have objectives and responsibilities to their employees. Helping them work towards a secure retirement in essential to employees. 

What is a business opportunity you are seeking? 
A business opportunity for me would be an individual who needs to start planning for their retirement. This is a critical stage in their life and the right guidance can make all the difference in how they enjoy their retirement.

Business owners and CFOs are also good candidates as they need to establish benefits for their and look at better ways to handle their corporate cash. 

How has CREWNY provided value to you? 
CREW has certainly been of value to me in helping expand my circle of contacts and potential clients.

However, the extra value has been to my meeting wonderful women and establishing what I know will be lifelong friendships.