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Josh S Location
New York, NY, US
Josh S Work
2019 -now Managing Director Capital Raising and Investor Relations @
2015 -2019 Senior Vice President and Head of Investor Relations @ Bentall Kennedy
2008 -2014 Vice President and Client Consultant @
2006 -2008 Vice-President @
2001 -2006 Vice President and Tax-Exempt Services @
1996 -2001 Vice President and Taft Hartley @
1995 -1996 Vice President @
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
Investment Management
Investment Strategies
Defined Benefit
Asset Management
Pensions
Alternative Investments
Defined Contribution
Sales
401k
Basketball Coaching
Refereeing
Pizza
Retirement Planning
401(k) Retirement Savings Plans
Trading
Portfolio Management
Pension Funds
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 on RocketReach.
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