Josh Zahn Email & Phone Number
Financial Planning and Wealth Advisor @ Resonant Capital Advisors
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Josh Zahn Location
- Hartland, WI, US
Josh Zahn Work
- 2024 -now Financial Planning and Wealth Advisor @
- 2024 -2026 Associate Lecturer @
- 2022 -2024 Relationship Associate @
- 2021 -2022 The Reese Fund: Graduate Equity Analyst @
- 2021 -2022 Graduate Assistant @
- 2020 -2022 Teaching Professional @
- 2019 -2020 Client Relationship and Technology Specialist @
- 2018 -2018 Financial Planning Analyst Intern @
Josh Zahn Education
- Indiana University - Kelley School of Business
Master of Science in Finance (Graduate Finance Association (GFA), Capital Market Clubs (CMC), the Value Fund, & the Reese Fund)
2021-2022 - University of Wisconsin-Eau Claire
Bachelor of Business Administration I Finance (Financial Management Association (FMA) & UWEC Student Managed Investment Fund)
2015-2019 - College for Financial Planning
CFP® Certification Education Program
2018-2019
Josh Zahn Skills
- Leadership
Josh Zahn Summary
- Josh Zahn, based in Hartland, WI, US, is currently a Financial Planning and Wealth Advisor at Resonant Capital Advisors. Josh Zahn brings experience from previous roles at University of Wisconsin-Eau Claire College of Business, ORGEL WEALTH MANAGEMENT, LLC and Indiana University - Kelley School of Business. Josh Zahn holds a 2021 - 2022 Master of Science in Finance in Graduate Finance Association (GFA), Capital Market Clubs (CMC), the Value Fund, & the Reese Fund @ Indiana University - Kelley School of Business. With a robust skill set that includes Leadership and more. Josh Zahn has 2 emails and 1 mobile phone numbers on RocketReach.
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