Josh S Location
New York, NY, US
Josh S Work
- 2019 - now Managing Director Capital Raising and Investor Relations @ BGO
- 2015 - 2019 Senior Vice President and Head of Investor Relations @ Bentall Kennedy
- 2008 - 2014 Vice President and Client Consultant @ Manning & Napier
- 2006 - 2008 Vice-President @ Wells Fargo
- 2001 - 2006 Vice President and Tax-Exempt Services @ Fidelity Investments
- 1996 - 2001 Vice President and Taft Hartley @ New York Life Investment Management
- 1995 - 1996 Vice President @ Prudential Financial
Josh S Education
- University of Delaware
Bachelor of Arts (B.A.) (Organizational Communication, General)
1986 - 1989
Josh S Skills
- Series 7
- Series 63
- Series 65
- Asset Allocation
- Investments
- Mutual Funds
- Financial Services
- Equities
- Fixed Income
- Retirement
Josh S Summary
Josh S, based in New York, NY, US, is currently a Managing Director Capital Raising and Investor Relations at BentallGreenOak. Josh S brings experience from previous roles at Bentall Kennedy, Manning & Napier, Wells Fargo and Fidelity Investments. Josh S holds a 1986 - 1989 Bachelor of Arts (B.A.) in Organizational Communication, General @ University of Delaware. With a robust skill set that includes Series 7, Series 63, Series 65, Asset Allocation, Investments and more. Josh S has 2 emails and 1 mobile phone numbers on RocketReach.
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