Prior to joining the team in 2017 as a Senior Registered Client Associate, Joshua worked in the Park Avenue office of Wells Fargo Advisors in New York City. He has eight years of experience in the financial services industry and holds the Series 7 and 66 securities registrations. His primary responsibilities include comprehensive client service, account administration and managing the team's operations.
Joshua earned a Bachelor of Science degree in International Business and a Master of Business Administration in International Commerce from Niagara University, NY. He studied abroad in Angers, France, served as a U.S. Peace Corps Volunteer in Mali, West Africa and enjoys traveling to exotic locations around the world.
California Insurance License #0M53557
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