Josh Pollard Email & Phone Number
Managing Partner @ FERN Financial Group, LLC
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Josh Pollard Location
- Mesa, AZ, US
Josh Pollard Work
- 2022 -now Managing Partner @
- 2020 -2022 Director | Wealth Management @
- 2018 -2020 Associate | Wealth Management Analyst @
- 2017 -2017 Financial Planning Intern @
- 2016 -2017 Financial Planning Intern @ Frandsen Morrill Advisors
- 2016 -2016 Financial Planning Intern @
Josh Pollard Education
- Utah Valley University
Bachelor of Applied Science (B.A.Sc.) (Business and Personal/Financial Services Marketing Operations)
2015-2017 - The University of Kansas
(Finance, General)
2014-2015
Josh Pollard Skills
- Exit Strategies
- Business Coaching
- Business Valuation
- Mergers & Acquisitions (M&A)
- Estate Planning
- Facebook Marketing
- Microsoft Excel
- Public Speaking
- PowerPoint
- Social Media
- Linkedin Marketing
- Money Guide Pro
- Customer Relationship Management (CRM)
- Morningstar Office
Josh Pollard Summary
- Josh Pollard, based in Mesa, AZ, US, is currently a Managing Partner at FERN Financial Group, LLC. Josh Pollard brings experience from previous roles at One Capital Management, LLC, Arista Wealth Management and Frandsen Morrill Advisors. Josh Pollard holds a 2015 - 2017 Bachelor of Applied Science (B.A.Sc.) in Business and Personal/Financial Services Marketing Operations @ Utah Valley University. With a robust skill set that includes Exit Strategies, Business Coaching, Business Valuation, Mergers & Acquisitions (M&A), Estate Planning and more. Josh Pollard has 2 emails and 1 mobile phone numbers on RocketReach.
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