Adam Maggio Looks beyond Business Development Strategy

“No act of kindness, no matter how small, is ever wasted.” — Aesop

Adam Maggio donates each month to St. Jude’s Children’s Hospital and Shriner’s Children’s Hospital. It takes a lot of compassion, empathy and dedication to donate towards a genuine cause every month. Adam Maggio with lot of dedication, patience and hard work has reached the top of his career as a Chief Operations Officer. As a detail-oriented supervisor with over 15 years of experience he possesses extensive experience which is evaluated by performance by interpreting metrics and data. He is an expert in industry protocols with proven history of leading shifts with excellent guidance and leadership. Well-trained in Account Analysis as well as being responsible for all Aspects of Firm Operations he holds series licenses 4, 7, 24,53,63,79.

Adam Maggio has a long list of achievements mainly due to his skills such as

  • Operations Management
  • Account Analysis
  • Firm Reviews
  • Client Account Management
  • Firm Cycle Exam Interactions

Education certainly determines the quality of an individual’s life and education improves one’s knowledge, skills and develops the personality and attitude. With a keen interest in Liberal Arts and Sciences, Adam Maggio completed his Associate of Arts: Liberal Arts And Sciences from Nassau Community College, Garden City, NY in May 1992 and Bachelor of Arts: Liberal Arts And Sciences from Long Island University, Greenvale, NY in May 1995.

From OCTOBER 2008-FEBRUARY 2013, Adam Maggio served as the Branch Manager of First Midwest Securities Inc. Bloomington, IL. Here he diligently managed branch operations, including trading, customer account opening, investment account reviews, and Options Principal. He also reviewed Daily Trade Blotters and managed Daily Cash Due and Margin Logs. Furthermore he review Accounts under Principal Supervision to ensure clients Investment Objectives and Risk Tolerance were being met. With complete involvement he provided Client Support for any possible issues that may have had arisen.

Following this Adam Maggio is a Chief Operations Officer at Joseph Stone Capital, LLC, | Mineola, NY from 2013 till date. Chief Operations Officer has a dual role that combines the functions of chief executive and manager. Adam Maggio not only was involved in discussing with clients to determine financial objectives and review assets, liabilities, cash flow and other financial information but he also managed trades using quantitative and technological techniques. He regularly maintained contact with representatives that he supervised regarding their clients to inform them about transactions and performance. While managing and evaluating the activities of 50+ registered representatives he set strategic framework for assets over annual investment period, developed and presented detailed analysis of investment performance, portfolio attributes and benchmark composition to evaluate investment strategies.

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