Joseph M. Fuschillo in

Joseph M. Fuschillo

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EVP Wealth Management at Lifetime Financial Growth
📍 New York City Metropolitan Area, United States

Joseph is an Executive Vice President in wealth management with a distinguished record of driving growth at major firms like BNY Mellon, Prudential, and UBS. A Certified Investment Management Analyst (CIMA) with an MBA from Adelphi University, he specializes in building high-performing sales teams. Colleagues describe him as a visionary and collaborative leader.

While leading sales and distribution at Prudential Annuities, he drove his team to achieve the #1 sales rank in the independent channel.

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Experience
31 Years
Current Role
EVP Wealth Management
Job Level
Leadership
Location
New York City Metropolitan Area, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Joseph cares about

Sales Leadership
Has extensive experience building and leading high-performing sales, relationship management, and practice development teams across multiple financial channels.
Wealth Management
A senior executive focused on driving growth in the wealth management, asset management, and annuity businesses for top-tier financial institutions.
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Career

Work history

4-2024
EVP Wealth Management
Lifetime Financial Growth
5-2020 - 4-2024
Head Business Development, Park Avenue Securities
Guardian Life
2-2012 - 1-2014
EVP U.S. Intermediary Distribution
BNY Mellon
11-2006 - 1-2009
EVP Head Sales & Distribution
Prudential Annuities
6-1985 - 11-2006
MD Head of National Sales
UBS
In the press

Media appearances

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Education
MBA
Adelphi University
Bachelor of Science
St. John's University, The Peter J. Tobin College of Business
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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