Associate Wealth Advisor @ (April 2020 - April 2022)
Financial Planner @ (January 2019 - April 2020)
Director of Network Office Supervision @ (January 2016 - January 2019)
Associate Director of Network Office Supervision @ (January 2015 - December 2015)
Investment Operations Associate @ (February 2014 - January 2015)
Associate Financial Advisor @ (April 2013 - February 2014)
Associate Financial Representative @ (January 2012 - April 2013)
Financial Representative @ (June 2010 - January 2012)
Technical and Creative Specialist @ X Factor Consulting, LLC (July 2007 - June 2010)
Intern @ SafeHouse Outreach (July 2008 - September 2008)
Josh Monroe Education
Georgia State University
Bachelor of Arts (Music Performance, General)
2005-2009
Josh Monroe Skills
Customer Service
Leadership
Public Speaking
Strategic Planning
Insurance
Finance
Josh Monroe Summary
Josh Monroe, based in Atlanta, GA, US, is currently a Associate Partner | Wealth Advisor at Corient. Josh Monroe brings experience from previous roles at Corient and Northwestern Mutual. Josh Monroe holds a 2005 - 2009 Bachelor of Arts in Music Performance, General @ Georgia State University. With a robust skill set that includes Customer Service, Leadership, Public Speaking, Strategic Planning, Insurance and more. Josh Monroe has 2 emails and 3 mobile phone numbers on RocketReach.
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