Josh Connell Email & Phone Number

Operations Manager @ MONTAG Wealth Management

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Josh Connell Location

Atlanta, GA, US

Josh Connell Work

2023 - now Operations Manager @ MONTAG Wealth Management
2021 - 2023 Technology Manager @ MONTAG Wealth Management
2017 - 2021 Senior Operations Analyst at Modera Wealth Management, LLC @ Modera Wealth Management

2016 - 2017 Associate Vice President – Operations Manager @ Envestnet | Tamarac
2015 - 2016 Associate Vice President - Service Team Manager @ Envestnet | Tamarac
2014 - 2015 Senior Operations Associate @ Envestnet | Tamarac
2013 - 2014 Operations Associate @ Envestnet | Tamarac
2010 - 2013 Commercial Development Department @ First American Bank and Trust Company
2009 - 2010 Electronic Banking Specialist @ First American Bank and Trust Company
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Josh Connell Education

University of Georgia
Bachelor of Arts (Sociology)

Josh Connell Skills

Commercial Banking
Banking
Customer Service

Cross Selling
Debit Cards
Fraud Detection
Internet Banking
Credit Analysis
Public Speaking
Microsoft Excel

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Josh Connell Summary

Josh Connell, based in Atlanta, GA, US, is currently a Operations Manager at MONTAG Wealth Management. Josh Connell brings experience from previous roles at MONTAG Wealth Management, Modera Wealth Management, LLC and Envestnet | Tamarac. Josh Connell holds a Bachelor of Arts in Sociology @ University of Georgia. With a robust skill set that includes Commercial Banking, Banking, Customer Service, Cross Selling, Debit Cards and more. Josh Connell has 2 emails and 1 mobile phone numbers on RocketReach.

Josh Connell Emails

Found 2 emails

Josh Connell Phone Numbers

Found 2 phone numbers

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Josh Connell

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Brisbane City, QLD, AU
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Anthony Montag

Founder at MONTAG Wealth Management

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T. Keenan

Director Of Financial Planning at MONTAG Wealth Management

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Josh Connell

Operations Manager at MONTAG Wealth Management

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Brendan Wagner

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