Joseph Curtis Email & Phone Number
Relationship Wealth Advisor @ Summit Wealth Strategies
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Joseph Curtis Location
- St. Peters, MO, US
Joseph Curtis Work
- Relationship Wealth Advisor @ (February 2018 - Present)
- Senior Premier Banker, VP @ (November 2013 - February 2018)
- Financial Center Manager, Assistant Vice President @ (March 2010 - November 2013)
- Small Business and Personal banker @ (August 2008 - March 2010)
- Investment Representative @ (January 2010 - November 2013)
- Territory Sales Manager @ (August 2004 - August 2008)
- Account Representative @ (January 2002 - July 2004)
Joseph Curtis Education
- University of Missouri-Saint Louis
B.A. (Mass Communication/Media Studies)
2000-2002 - St. Charles Community College 1998-2000
- Hazelwood West High School 1995-1998
Joseph Curtis Skills
- Banking
- Sales
- Customer Service
- Sales Management
- Consumer Lending
- Insurance
- Strategic Planning
- Cross Selling
- Coaching
- Cold Calling
- Series 63
- Account Management
- CRM
Joseph Curtis Summary
- Joseph Curtis, based in St. Peters, MO, US, is currently a Relationship Wealth Advisor at Summit Wealth Strategies. Joseph Curtis brings experience from previous roles at BMO Harris Bank, Fifth Third Bank and Fifth Third Securities. Joseph Curtis holds a 2000 - 2002 B.A. in Mass Communication/Media Studies @ University of Missouri-Saint Louis. With a robust skill set that includes Banking, Sales, Customer Service, Sales Management, Consumer Lending and more. Joseph Curtis has 2 emails and 2 mobile phone numbers on RocketReach.
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