Joe Crossley

Joe Crossley Work

President, CEO

@ David Capital Partners, Inc.

Certified Family Business Specialist (CFBS), Financial Services Professional

@ MassMutual

Manager, Marketing Assets

@ Oklahoma City Thunder

Joe Crossley Education

2021 - 2023 Graduate School of Banking at Colorado
2014 - 2014 Certified Family Business Specialist

The American College of Financial Services
2003 - 2006 Bachelor of Business Administration (B.B.A.) in Marketing and International Business

Oklahoma State University

Joe Crossley Skills

Small BusinessPortfolio ManagementStrategic Financial PlanningEstate PlanningSeries 63SecuritiesFamily Owned Business SuccessionInvestmentsSocial MediaBusiness AnalysisMicrosoft ExcelFixed AnnuitiesRetirementFinancial AnalysisInsuranceFinancial ServicesRetirement PlanningWealth ManagementLife InsuranceMutual Funds

Joe Crossley Contact Information

Work email●●●●●●●●@company.com

Personal email●●●●●●●●@gmail.com

Phone+● ●●● ●●● ●●●●

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What company does Joe Crossley work for?

Joe Crossley currently works at David Capital Partners, Inc..

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Joe Crossley's primary industry can often be inferred from their work experience and skills listed on this profile.

Where is Joe Crossley located?

Joe Crossley is based in or around Oklahoma City, OK, US.

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