Joe Staples Email & Phone Number
Director of Financial Planning @ Occident Wealth Management
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Joe Staples Location
- North Wales, PA, US
Joe Staples Work
- Director of Financial Planning @ (January 2024 - Present)
- Senior Financial Advisor @ (February 2023 - January 2024)
- High Net Worth Financial Advisor @ (October 2020 - February 2023)
- Financial Advisor @ (March 2018 - October 2020)
- Financial Advisor @ (May 2017 - February 2018)
- Senior Strategic Account Manager @ (July 2014 - April 2017)
- Business Development Manager @ (January 2011 - April 2017)
- Assistant Manager @ (January 2006 - January 2011)
Joe Staples Education
- Temple University - Fox School of Business and Management
BS (Accounting)
2006-2010 - Lansdale Catholic 2000-2004
Joe Staples Skills
- 401k Options
- Mutual Funds
- Financial Advisory
- Stocks
- Retirement Planning
- Investments
- Financial Planning
- Fiduciary
- Relationship Building
- Consultative Selling
- Business Relationship Management
- Personal Finance
- Interpersonal Skills
- Communication
- Organization Skills
- Client Accounts
- Initiation
- Client Contact
- Customer Experience
- Personal Branding
- Career Management
- Personal Development
- Cold Calling
- Time Management
- CRM
- Selling
- Credit Risk
- Negotiation
- Sales Operations
- Building Relationships
- Finance
- Management
- Sales
- Strategic Planning
- Business Development
- Direct Sales
- Sales Management
- Salesforce.com
- Account Management
- Leadership
- Sales Process
- Financial Services
- Customer Service
- Telecommunications
- New Business Development
- Customer Retention
- Sales Presentations
- Program Management
- Public Speaking
- Business Relationship
Joe Staples Summary
- Joe Staples, based in North Wales, PA, US, is currently a Director of Financial Planning at Occident Wealth Management. Joe Staples brings experience from previous roles at Vanguard and Edward Jones. Joe Staples holds a 2006 - 2010 BS in Accounting @ Temple University - Fox School of Business and Management. With a robust skill set that includes 401k Options, Mutual Funds, Financial Advisory, Stocks, Retirement Planning and more. Joe Staples has 1 emails and 3 mobile phone numbers on RocketReach.
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