Joseph Garshman

• Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
• Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
• Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
• Established new client relationships by conducting thorough needs assessments during initial consultations.

• Built lasting relationships with clients by consistently exceeding expectations in communication, professionalism, and results-driven advice.
• Generated new business leads through extensive networking, referrals, and strategic partnerships.
• Provided exceptional service to clients by addressing their unique financial concerns and goals with tailored advice.
• Mentored junior advisors to enhance team performance and drive overall success within the firm.

Directed over 40 representatives in providing mutual funds and insurance products to prospective clients. I worked into a Management position in a short period of time to assist in many locations, The company achieved great success opening many Branches throughout the United States.