Josh Rojas's Location
Houston, TX, US
Josh Rojas's Work
- Sr. Client Experience Manager - Salesforce @ Arcus Partners
- Sr. Registered Client Service Associate @ SigFig
- Project Lead - Implementation @ Atredies Advisor Solutions
- Business System Analyst - Salesforce and CRM Integration @ Atredies Advisor Solutions
- Financial Advisor @ The Goff Financial Group
- Business Operations Analyst - NA Energy @ Calyon Corporate & Investment
- Vice President - Wealth Management and Brokerage Services @ Wells Fargo
- Vice President - Commercial Banking Relationship Manager @ Wells Fargo
- Sr Associate - Small Business and Commericial Banking Relationship Manager @ Wells Fargo
- Associate - Retail and Commercial Credit Analyst @ Wells Fargo
Josh Rojas's Education
- Silver Lake College
Bachelors of Science (Information Science/Studies)
2014 - 2017 - College for Financial Planning
CFP Certification Education Program
2021 - Rice University
FinTech Bootcamp
2019 - 2020
- Houston Community College
Associate of Arts - AA (Computer Information Systems)
2009 - 2011
Josh Rojas's Summary
Josh Rojas, based in Houston, TX, US, is currently a Sr. Client Experience Manager - Salesforce at Arcus Partners, bringing experience from previous roles at SigFig, Atredies Advisor Solutions and The Goff Financial Group. Josh Rojas holds a 2014 - 2017 Bachelors of Science in Information Science/Studies @ Silver Lake College. Josh Rojas has 1 email on RocketReach.
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