Josh Gonzalez Email & Phone Number
Wealth Advisor @ Citizens Securities, Inc.
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Josh Gonzalez Location
- New York, NY, US
Josh Gonzalez Work
- 2026 -now Wealth Advisor @
- 2025 -2026 Virtual Financial Advisor @
- 2023 -2025 Assistant Vice President @
- 2010 -2023 Financial Advisor @ Citigroup Global Markets, Inc - CPWM
- 2009 -2010 Bilingual Loan Servicing Specialist @
- 2008 -2009 Grant Review Analyst @
- 2007 -2008 Operations Manager @
- 2006 -2007 Assistant Operations Manager @ Citigroup Smith Barney
- 2006 -2006 Global Research Analyst Intern @
- 1999 -2005 Stockbroker and Investment Consultant @ TD Waterhouse
Josh Gonzalez Education
- Babson College
BS (Finance and International Business)
1993-1997 - St Albans 1989-1993
Josh Gonzalez Skills
- Equities
- Uniform Combined State Law
- Portfolio Management
- FINRA
- Series 63
- Due Diligence
- Investments
- Research
- Trading
- Banking
- Finance
- Investment Advisory
- Financial Analysis
- Portuguese
- Financial Services
- Wealth Management
- Mutual Funds
- Series 7
- Spanish
Josh Gonzalez Summary
- Josh Gonzalez, based in New York, NY, US, is currently a Wealth Advisor at Citizens Wealth Management. Josh Gonzalez brings experience from previous roles at Citizens Wealth Management, Merrill Lynch, Citigroup Global Markets, Inc - CPWM and Wells Fargo Home Mortgage. Josh Gonzalez holds a 1993 - 1997 BS in Finance and International Business @ Babson College. With a robust skill set that includes Equities, Uniform Combined State Law, Portfolio Management, FINRA, Series 63 and more. Josh Gonzalez has 2 emails and 2 mobile phone numbers on RocketReach.
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