Joe Wind Email & Phone Number
Financial Advisor @ Know My Plan
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Joe Wind Location
- Charlotte, NC, US
Joe Wind Work
- Financial Advisor @ (January 2026 - Present)
- Financial Advisor @ (January 2020 - January 2026)
- Regional Retirement Plan Specialist @ (January 2019 - January 2020)
- Regional Retirement Plan Specialist @ (January 2019 - December 2020)
- Business Development Manager @ (January 2017 - December 2019)
- Business Development Manager @ (January 2017 - January 2019)
- Retirement Plan Specialist @ (January 2011 - December 2017)
- Retirement Plan Specialist @ (January 2011 - January 2017)
- Operations Manager @ (January 2009 - January 2011)
- Operations Manager @ (January 2009 - December 2011)
Joe Wind Education
- North Carolina State University
Business Management (Business Management; Finance)
Joe Wind Skills
- Leadership
- Management
- Team Building
- Business Development
- Marketing
- Sales
- Employee Benefits
- Training
- Finance
- Human Resources
- Services
- Customer Service
- CRM
- Strategy
- Account Management
- Analysis
- Cold Calling
Joe Wind Summary
- Joe Wind, based in Charlotte, NC, US, is currently a Financial Advisor at Know My Plan. Joe Wind brings experience from previous roles at Edward Jones, ADP and DXC Technology. Joe Wind holds a Business Management in Business Management; Finance @ North Carolina State University. With a robust skill set that includes Leadership, Management, Team Building, Business Development, Marketing and more. Joe Wind has 2 emails and 4 mobile phone numbers on RocketReach.
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