Josh Bentz Email & Phone Number
Sr. Financial Advisor @ RhineVest
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Josh Bentz Location
- Cincinnati, OH, US
Josh Bentz Work
- 2023 -now Sr. Financial Advisor @
- 2016 -2023 Lead Advisor @ WealthPoint Advisors
- 2014 -2016 Client Service Representative @
- 2013 -2013 Financial Planning Intern @ Dekko Investment Services
Josh Bentz Education
- Purdue University
- East Noble High School
Josh Bentz Skills
- Leadership
- Teamwork
- Critical Thinking
- Time Management
- Public Speaking
- Microsoft Office
- Social Networking
- Learning Quickly
- Research
- Social Media
- Writing
- Analytical Skills
- Microsoft Excel
- Microsoft Word
- Mac OS
- Access
- Psychology
- PowerPoint
- Presentations
- Empowerment
- Professionalism
- Finance
- Telephone Skills
- Project Planning
- Outlook
- Technical Writing
- Windows
- Work Ethic
- Portfolio Rebalancing
- Portfoliocenter
- Investment Research
- Microsoft PowerPoint
- Client Relations Skills
- Junxure
- CRM
- Tamarac
Josh Bentz Summary
- Josh Bentz, based in Cincinnati, OH, US, is currently a Sr. Financial Advisor at Commas. Josh Bentz brings experience from previous roles at WealthPoint Advisors, AMI Investment Management and Dekko Investment Services. Josh Bentz holds a Purdue University. With a robust skill set that includes Leadership, Teamwork, Critical Thinking, Time Management, Public Speaking and more. Josh Bentz has 2 emails and 1 mobile phone numbers on RocketReach.
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