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
Hanover, PA
09.2020 - 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
Hunt Valley, MD
01.2019 - 09.2020
- 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
Cockeysville, MD
11.2014 - 10.2018
- 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
Cockeysville, MD
07.2012 - 11.2014
- 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
Towson, MD
09.1985 - 10.2011
- 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
Baltimore, MD
07.1983 - 07.1989
- 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
09.2020 - Current
Associate Investment Advisor
Flora & DiPaula Wealth Partners
01.2019 - 09.2020
Plant Manager
SealMaster Delmarva
11.2014 - 10.2018
CDL Truck Driver
SealMaster Delmarva
07.2012 - 11.2014
Fire Captain
Baltimore County Fire Department
09.1985 - 10.2011
Crash Rescue Fire Fighter
Maryland Air National Guard - Staff Sergeant
07.1983 - 07.1989
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