Josh Henry Email
Head of Advisor Sales @ WealthPlus
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Josh Henry Location
- Columbus, OH, US
Josh Henry Work
- Head of Advisor Sales @ (June 2026 - Present)
- Regional Vice President of Sales @ (January 2023 - June 2026)
- Regional Retirement Plan Specialist @ (November 2019 - January 2023)
- AVP - External Sales Consultant @ FuturePlan (April 2018 - November 2019)
- Regional Sales Consultant - OH, MI, KY, IN @ (April 2016 - April 2018)
- Sr. Relationship Manager @ (March 2015 - April 2016)
- Relationship Manager @ (October 2013 - March 2015)
Josh Henry Education
- Ohio Dominican University
MBA (Finance)
2003-2005 - Franklin University
Bachelor of Science (Finance)
2000-2003 - Ohio University
Finance and Financial Management Services
1993-1995 - Gahanna Lincoln
High School (College/University Preparatory and Advanced )
1989-1993
Josh Henry Skills
- 401(k) Retirement Savings Plans
- 401k
- 63 Licenses
- Asset Allocation
- Asset Managment
- Associate Engagement
- Attention to Detail
- Banking
- Business Analysis
- Business Development
- Business Planning
- Business-to-Business (B2B)
- Client Relations
- Competitive Advantage
- Competitive Landscape
- Critical Thinking
- Customer Relationship Management (CRM)
- Customer Satisfaction
- Customer Service
- Defined Benefit
- Defined Contribution
- ERISA
- Employee Benefits
- Executive Visibility
- Fiduciary
- Finance
- Financial Planning
- Financial Services
- Fixed Annuities
- Institutional Sales
- Investment Advisory
- Investment Management
- Investments
- Key Accounts
- Key Client Relationships
- Leadership
- Management
- Management of Direct Reports
- Marketing
- Marketing Strategy
- Mutual Funds
- Negotiation
- Organization Skills
- Pensions
- Performance Management
- Plan Design
- Presentations
- Pricing Negotiations
- Problem Solving
- Product Knowledge
- Qualified Retirement Plans
- Relationship Building
- Relationship Management
- Retirement
- Retirement Plan Consulting
- Retirement Planning
- Sales
- Sales Management
- Sales Strategy
- Separate Accounts
- Series 6
- Strategy
- Variety Of Audiences
- Wholesale
- Written Communication
Josh Henry Summary
- Josh Henry, based in Columbus, OH, US, is currently a Head of Advisor Sales at WealthPlus. Josh Henry brings experience from previous roles at Vestwell, ADP, FuturePlan and The Retirement Advantage. Josh Henry holds a 2003 - 2005 MBA in Finance @ Ohio Dominican University. With a robust skill set that includes 401(k) Retirement Savings Plans, 401k, 63 Licenses, Asset Allocation, Asset Managment and more. Josh Henry has 1 emails on RocketReach.
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