President, CEO
Joe Crossley Work
Certified Family Business Specialist (CFBS), Financial Services Professional
Manager, Marketing Assets
Joe Crossley Education
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2021 - 2023 Graduate School of Banking at Colorado
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2014 - 2014 Certified Family Business SpecialistThe American College of Financial Services
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2003 - 2006 Bachelor of Business Administration (B.B.A.) in Marketing and International BusinessOklahoma 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
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Personal email
●●●●●●●●@gmail.com
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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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