Joseph Sroka
Joseph Sroka
Member for 4 months
4 ratings & reviews completed
Average rating:
Reputation: 40
| Title | Chief Investment Officer |
|---|---|
| Job Type | C-Level Executive |
| Department | Professional Services |
| Company | NovaPoint Capital |
| Industry | Financial Services |
| Size | 1-10 employees |
Expertise
| Product | Experience | Level of Expertise |
|---|---|---|
FactSet Workstation | 3 years | |
Orion Practice Management System | 3 years | |
Redtail CRM | 3 years | |
Microsoft 365 | 3 years |
Badges
Pundit- Financial Risk Management
Pundit- Investment Portfolio Management
Pundit- Financial Research
Ratings and Reviews
| Product | Rating | Rating Date | Review Link |
|---|---|---|---|
| FactSet Workstation | Oct 22, 2025 | Read Review | |
| Redtail CRM | Oct 30, 2025 | ||
| Microsoft 365 | Oct 30, 2025 | ||
| Orion Practice Management System | Oct 30, 2025 |