Joseph Munchel
Hanover,PA
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
40
40
years of professional experience
Work History
Investment Advisor Representative
Element Risk Wealth Advisors LLC
2020.09 - Current
- Integral role in building new firm
- Gathered data and built financial models around key metrics.
- Met with clients to generate new business and negotiate contracts.
- Established key procedures for teams preparing documentation, models, and presentations.
- Maintained all thorough documentation and permanent records.
Associate Investment Advisor
Flora & DiPaula Wealth Partners
2019.01 - 2020.09
- Researched and evaluated potential investment products for clients.
- Worked with Senior Advisors to hone knowledge in financial planning.
- Studied financial documents to identify potential areas needing improvement.
Plant Manager
SealMaster Delmarva
2014.11 - 2018.10
- Led, trained and coached plant staff to facilitate high levels of productivity and quality.
- Reduced costs by eliminating materials waste and unnecessary labor hours.
- Maximized plant safety through proactive strategies and well-structured training.
- Directed employees and related programs to maximize team productivity and facility output.
- Supervised production and logistics for delivery to 7 company-owned facilities.
- Reduced costs by eliminating materials waste and unnecessary labor hours
CDL Truck Driver
SealMaster Delmarva
2012.07 - 2014.11
- Inspected vehicle before and after every trip and conducted minor repairs.
- Demonstrated safe driving by following regulations and safety procedures, resulting in zero accidents.
- Finalized daily logs on schedule to update internal records and uphold DOT requirements.
- Protected people and equipment from hazardous materials by using correct procedures
Fire Captain
Baltimore County Fire Department
1985.09 - 2011.10
- Led team in fighting fires and exercised considerable judgment in deciding best way to extinguish them based on type of fuel and environment.
- Supervised station with 14 personnel.
- Conducted periodic firefighter written performance evaluations and completed written recommendations on probationary firefighters.
- Compiled and maintained log books, run reports, and training records.
- Preserved order and discipline among subordinates and gave assignments and instructions.
- Inspected buildings to determine fire risk and advise owners on prevention methods.
Crash Rescue Fire Fighter
Maryland Air National Guard - Staff Sergeant
1983.07 - 1989.07
- Responded to emergency calls and provided medical assistance to injured individuals.
- Assisted in prevention of fires through public education programs.
- Assisted with regular maintenance of firefighting equipment.
- Operated hoses, pumps, ladders and other firefighting equipment.
- Assisted with regular maintenance of firefighting equipment
Education
Retirement Income Certified Professional - Investments And Securities
American College of Financial Services
King Of Prussia, PA09.2020
Securities License - Investments And Securities
Kaplan Financial Education
La Crosse, WI12.2018
Class A Driver Certification - Commercial Driver
LCCS/Sage Driving School
Lebanon, PA04.2012
Skills
- Problem-Solving Skills
- Project Management
- Critical Thinking
- Damage, Danger and Loss Prevention
- Team Building
Timeline
Investment Advisor Representative
Element Risk Wealth Advisors LLC
2020.09 - Current
Associate Investment Advisor
Flora & DiPaula Wealth Partners
2019.01 - 2020.09
Plant Manager
SealMaster Delmarva
2014.11 - 2018.10
CDL Truck Driver
SealMaster Delmarva
2012.07 - 2014.11
Fire Captain
Baltimore County Fire Department
1985.09 - 2011.10
Crash Rescue Fire Fighter
Maryland Air National Guard - Staff Sergeant
1983.07 - 1989.07
Retirement Income Certified Professional - Investments And Securities
American College of Financial Services
Securities License - Investments And Securities
Kaplan Financial Education
Class A Driver Certification - Commercial Driver
LCCS/Sage Driving School
Similar Profiles
Karen CodyKaren Cody
Account Executive/Risk Management at Sentinel Risk Advisors, LLCAccount Executive/Risk Management at Sentinel Risk Advisors, LLC
Shannon SmithShannon Smith
Administrative Assistant at Mid-Atlantic Wealth Advisors , LLCAdministrative Assistant at Mid-Atlantic Wealth Advisors , LLC
Aiden SkradskiAiden Skradski
Wealth Management Intern at Centerview Wealth Advisors LLC.Wealth Management Intern at Centerview Wealth Advisors LLC.