Josh Monroe Email & Phone Number
Associate Partner | Wealth Advisor @ Corient
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Josh Monroe Location
- Atlanta, GA, US
Josh Monroe Work
- 2024 -now Associate Partner | Wealth Advisor @
- 2022 -2024 Wealth Advisor @
- 2020 -2022 Associate Wealth Advisor @
- 2019 -2020 Financial Planner @
- 2016 -2019 Director of Network Office Supervision @
- 2015 -2015 Associate Director of Network Office Supervision @
- 2014 -2015 Investment Operations Associate @
- 2013 -2014 Associate Financial Advisor @
- 2012 -2013 Associate Financial Representative @
- 2010 -2012 Financial Representative @
- 2007 -2010 Technical and Creative Specialist @ X Factor Consulting, LLC
- 2008 -2008 Intern @ SafeHouse Outreach
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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