Joseph Uglietto is a Management Consultant with interests in analysis work and assisting clients with Diversified Energy.
Joseph Uglietto says that he has always enjoyed investing and says it is because he learned to follow the stock market at a young age.
Today, he credits his love for finance because of his strong analytical skills and his attention to details. He believes that once he understood how the market worked he was hooked and it made him more interested in learning the finance industry.
What Joseph Uglietto thinks makes him a great management consultant and will help him distinguish himself from others is that he takes the time to meet with his clients and really get to know them. He likes to understand who they are and what their goals are and says that will help him when he is building their financial portfolio. Some things he looks for are:
- Individual Net Income
- Individual Spending Habits
- Short-Term Financial Goals
- Long-Term Financial Goals
Once Joseph Uglietto has all the information he needs, he sits down with his clients and goes over their portfolio making sure they understand and are comfortable with the choices they have made before making a commitment. He will not let his clients make any decisions without being confident that they understand not only the gains, but also the risks that can be involved. Once he is sure his client understand both ends of their choice, then and only then will he take action.