Joe McIntyre
Seattle,WA
Summary
Committed Wholesaler with a history of meeting company needs with consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand. Currently seeking a wholesale role in the Seattle area.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Senior Regional Vice President
Hartford Funds
Seattle, WA
08.2005 - 06.2024
- Raised more than 7 Billion worth of assets.
- Managed a current AUM of over 3 billion dollars.
- Generated $700+ million in new sales in 2022 and 2023.
- Net Positive results achieved consistently over the past 5 years.
- Consistently ranked as the top producer in the firm for the previous 5 years.
Education
University of Washington
Seattle, WASkills
- Leadership
- Organization and Time Management
- Relationship Building
- Active Listening
- Cultural Awareness
- Critical Thinking
- Self-Directed
- Time Management
- Flexible and Adaptable
- Training & Development
Affiliations
- Coach my girls (Stella is 11. Scarlett is 8.) basketball teams.
- Hike/Outdoor Recreation with my wife and family.
- Mentor several young professionals/wholesalers.
- Swimming.
- Golf.
Accomplishments
- Top Producer 15 years in a row.
- President's Award Recipient (1 out of 80).
- #1 Producer in 10 out of the last 15 years.
Certification
- Series 7
Timeline
Senior Regional Vice President
Hartford Funds
08.2005 - 06.2024
University of Washington
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