Josh Willis Location
Los Angeles, CA, US
Josh Willis Work
- 2018 - now Vice President @ J.P. Morgan Asset Management
- 2015 - 2018 Regional Vice President @ Columbia Threadneedle Investments
- 2012 - 2015 Regional Vice President @ Hartford Funds
- 2012 - 2012 Regional Marketing Director @ The Hartford
- 2006 - 2012 Regional Vice President @ Nationwide Financial
- 2002 - 2006 Regional Vice President @ Pacific Life
Josh Willis Education
- California State University-Northridge1992 - 1996
- Crescenta Valley HS1988 - 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
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 and 1 mobile phone numbers on RocketReach.
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24
Top J.P. Morgan Asset Management Employees
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32
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