Josh Monroe Email & Phone Number
Associate Partner | Wealth Advisor @ Corient Capital Partners
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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 @
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 2 mobile phone numbers on RocketReach.
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