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Josh Hines Location
Milwaukee, WI, US
Josh Hines Work
Financial Advisor @ (April 2026 - Present)
VP, Wealth Advisor @ (February 2025 - April 2026)
VP, Wealth Advisor @ (November 2023 - February 2025)
Investment Consultant @ (February 2014 - September 2023)
Prospect Chat Eservices @ (June 2013 - February 2014)
Registered Representative Client Service and Support @ (July 2011 - June 2013)
Benefits Consultant @ Hines Financial Services Inc. (May 2010 - July 2011)
Josh Hines Education
Indiana University Indianapolis
Bachelor of General Studies
Josh Hines Skills
Customer Service
Operations Management
Management
Sales
Microsoft Excel
Microsoft Office
Microsoft Word
Risk Management
CRM
Finance
Series 63
Cold Calling
Customer Retention
Customer Satisfaction
Investments
Financial Services
Business Development
Team Building
Retirement Planning
Employee Benefits
Account Management
Josh Hines Summary
Josh Hines, based in Milwaukee, WI, US, is currently a Financial Advisor at Drake & Associates, LLC. Josh Hines brings experience from previous roles at UMB Bank, HTLF and Charles Schwab. Josh Hines holds a Bachelor of General Studies @ Indiana University Indianapolis. With a robust skill set that includes Customer Service, Operations Management, Management, Sales, Microsoft Excel and more. Josh Hines has 1 emails and 2 mobile phone numbers on RocketReach.
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