Josh Branham
Lexington,KY
Summary
Motivated Financial Advisor with experience advising clients on investment strategies, retirement planning and financial planning. Strong background in understanding financial markets, financial products and risk management. Proven track record in helping clients meet financial goals through sound advice and effective portfolio management.
Overview
5
5
years of professional experience
Work History
Senior Wealth Advisor
Paragon Private Wealth Management
09.2023 - Current
- Custom Portfolio Analysis and Construction.
- Educated clients on potential risks and rewards associated with various investments.
- Researched current economic trends and investment opportunities to stay abreast of financial markets.
- Monitored and updated financial plans to comply with client goals.
- Monitored economic trends and regulatory changes to provide informed advice and guidance to clients.
Vice President
Ameriprise Financialand Kuttin Wealth Management
05.2022 - 09.2023
- Established performance goals for department and provided methods for reaching milestones.
- Collaborated with legal, accounting and other professional teams to review and maintain compliance with regulations.
- Developed innovative sales and marketing strategies to facilitate business expansion.
- Developed and implemented new strategies and policies to establish long-term business objectives and provide strong and sustainable organizational leadership.
- Led development of strategic marketing plans to raise awareness and drive sales growth.
Financial Advisor
Merrill Lynch
12.2018 - 05.2022
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Facilitated presentation and recommendation of services by optimizing client relationships.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Conducted thorough research on market trends and investment products to provide well-informed recommendations to clients.
- Collaborated with team members to streamline processes and improve overall client experience.
Education
MBA - Analytics
University of Dayton
Dayton, OHBachelor of Arts - Economics
University of Kentucky
Lexington, KY05.2015
Skills
- Accredited Portfolio Management Advisor (APMA)
- Alternative Investments
- Estate Planning
- Family Office Services
- Financials Analysis
Timeline
Senior Wealth Advisor
Paragon Private Wealth Management
09.2023 - Current
Vice President
Ameriprise Financialand Kuttin Wealth Management
05.2022 - 09.2023
Financial Advisor
Merrill Lynch
12.2018 - 05.2022
MBA - Analytics
University of Dayton
Bachelor of Arts - Economics
University of Kentucky
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