Background and experience
Josh brings over three years of experience in the financial services industry. A graduate of the University of Utah’s Eccles School of Business, Josh earned his bachelor’s degree in business management laying the foundation for a successful career in finance.
Josh previously worked for Wells Fargo Bank in Salt Lake City, Utah, before relocating to Pittsburgh to pursue new opportunities within the organization.
Known for exceptional organizational skills and attention to detail, Josh is dedicated to providing outstanding support to our team and clients. With a proactive approach and a client-first mindset, Josh excels in managing client accounts, addressing inquiries, and ensuring smooth day-to-day operations.
Josh’s friendly demeanor and excellent communication skills have been a great addition to the team. With a strong work ethic, adaptability, and willingness to go above and beyond, Josh is committed to building lasting client relationships and supporting them in achieving their financial goals.
Josh recently obtained his FINRA Series 7 and 66 securities licenses, showcasing a strong commitment to providing clients with comprehensive financial support
Away from the office
Outside of the office, Josh enjoys spending time with friends and his dog Marnie.
He is also a music enthusiast who loves listening to different genres of music and attending concerts. Being new to Pittsburgh, Josh is enthusiastic about exploring all the city has to offer, embracing new experiences and immersing in the city’s vibrant music scene.