Josh Willis Email & Phone Number
Vice President @ J.P. Morgan Asset Management
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Josh Willis Location
- Los Angeles, CA, US
Josh Willis Work
- 2018 -now Vice President @
- 2015 -2018 Regional Vice President @
- 2012 -2015 Regional Vice President @
- 2012 -2012 Regional Marketing Director @
- 2006 -2012 Regional Vice President @
- 2002 -now Regional Vice President @
Josh Willis Education
- California State University-Northridge 1992-1996
- Crescenta Valley HS 1988-1992
- Yale School of Management
(Finance and Financial Management Services)
Josh Willis Skills
- Variable Annuities
- Mutual Funds
- Fixed Annuities
- Retirement Planning
- Series 7
- Series 63
- Wholesaling
- Insurance
- Wealth Management
- Retirement
- Income Planning
- Consultative Selling Style
- Investments
- ETFs
- Public Speaking
- Presentations
- Client Presentation
- Building New Business
- Building Relationships
- Financial Advisory
- Strategic Planning
- Microsoft Office
Josh Willis Summary
- Josh Willis, based in Los Angeles, CA, US, is currently a Vice President at J.P. Morgan Asset Management. Josh Willis brings experience from previous roles at Columbia Management, Hartford Funds, The Hartford and Nationwide Financial. Josh Willis holds a 1992 - 1996 California State University-Northridge. With a robust skill set that includes Variable Annuities, Mutual Funds, Fixed Annuities, Retirement Planning, Series 7 and more. Josh Willis has 3 emails on RocketReach.
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