JOSH YODER
Galena,OH
Summary
Successful senior sales executive with over 20 years of experience in the financial industry. Proven track record of consistently exceeding sales targets with a talent for cultivating strong relationships with financial advisors and the clients they serve.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Vice President, Client Advisor
J.P. Morgan Asset Management
Columbus, OH
03.2015 - Current
- Drove significant asset & revenue growth through a diverse suite of J.P. Morgan solutions including Mutual Funds, ETFs, SMAs and Direct Indexing.
- Achieved billion-dollar roundtable recognition in 2021, 2022, 2023, and 2024.
- Exceeded annual sales targets and key performance indicators consistently.
- Clearly articulated the firm's capital market perspective, value proposition and investment capabilities.
Internal Client Advisor
J.P. Morgan Asset Management
Columbus, Ohio
04.2010 - 03.2015
- Raised assets across J.P. Morgan's mutual funds and separately managed accounts.
- Exceeded annual sales goal and KPIs for every year in the role.
- Honored as a member of the ICA Net Club in 2012, 2013, and 2014.
Financial Advisor Services Associate
J.P. Morgan Asset Management
Columbus, OH
03.2009 - 04.2010
- Leveraged J.P. Morgan's full suite of resources to deliver the firm's market outlook and most compelling investment strategies.
- Ran custom analytics, proposals and illustrations for key sales representatives.
- Uncovered sales opportunities and directed to the appropriate sales teams.
Licensed Personal Banker
J.P. Morgan Chase
Columbus, OH
04.2007 - 03.2009
- Provided guidance and advice to families and business owners for all banking and investment needs.
- Ranked in the top 4% across the entire firm for individual sales production.
- Recognized as a National Achiever in 2008 across all metrics & KPI's.
Education
Bachelor of Business Administration - Finance
Ohio University
Athens, OH06.2004
Skills
- Skilled prospector, negotiator and closer
- Ability to cultivate relationships through active listening
- Acute understanding of global capital markets
- Accomplished presenter & public speaker
- Self-starter always focused on self-improvement
Certification
- Certified Investment Management Analyst
- Series 6, 7 and 63
Timeline
Vice President, Client Advisor
J.P. Morgan Asset Management
03.2015 - Current
Internal Client Advisor
J.P. Morgan Asset Management
04.2010 - 03.2015
Financial Advisor Services Associate
J.P. Morgan Asset Management
03.2009 - 04.2010
Licensed Personal Banker
J.P. Morgan Chase
04.2007 - 03.2009
Bachelor of Business Administration - Finance
Ohio University
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