Joshua Renney
Chandler,USA
Summary
Seasoned strategist with a proven record of delivering exceptional outcomes through sharp analysis and bold decision-making. Over five years, I've honed a talent for navigating complex challenges, leveraging deep research and market insight to drive consistent success. Passionate about creating value and eager to bring my expertise to dynamic teams.
Overview
3
3
years of professional experience
Work History
Financial Assistant
Brink - Wealth Management
Saint Augustine, FL
08.2021 - 08.2024
- Served as intermediary between clients and senior management to facilitate communication.
- Conducted research on market trends to support investment decision-making processes.
- Prepared client reports, including presentations and performance summaries for meetings.
- Supported trade execution by monitoring live positions and coordinating with brokers.
- Gathered and analyzed financial data and market trends to guide investment decisions.
- Conducted research on companies and economic conditions to inform strategic planning.
- Successfully grew personal portfolio from $18,000 to $314,000 over five years, achieving 77.1% CAGR.
- Managed multiple six-figure portfolios with high-impact investments generating over $100,000 in realized gains.
- Utilized fundamental analysis and macroeconomic assessments to consistently outperform benchmarks.
Lead Sales Manager
MEI Consulting
Scottsdale, AZ
10.2021 - 07.2023
- My duties as a sales manager included approaching customers, switching multiple lines over from competitors, upgrading devices, updating device payments, and monthly add-ons once accounts are fully established.
- Supervised daily sales operations to ensure team efficiency and effectiveness.
- Trained new sales staff on products, services, and customer engagement techniques.
- Implemented sales strategies to enhance customer satisfaction and retention rates.
- Coordinated team meetings to discuss goals, progress, and address challenges collaboratively.
- Created weekly and monthly reports to track progress against objectives.
- Directed and supervised day-to-day operations of the sales team.
- Mentored employees in management of complicated sales, complex issues and difficult customers.
Education
High school diploma or GED -
Bartram Trail High School
Saint Johns, FL08.2017
Skills
- Data analytics
- Portfolio management
- Market research
- Financial analysis
- Data visualization
- Trade execution
- Client relationship management
- Risk assessment
- Investment strategy
- Team leadership
- Effective communication
- Time management
- Financial planning
- Investment analysis
- Trading Experience
- Sales Management
- Investment Experience
- Computer literacy
- Statistical analysis
- Investment strategies
Personal Information
- Willing To Relocate: Anywhere
- Authorized To Work: US for any employer
Affiliations
My uncle and I own a boxing hall here in the Downtown Phoenix Area where we help train and build discipline for young uninspired youth who grow up in tough neighborhoods and families by training them in boxing and prayer by attending the church right next door to us.
Timeline
Lead Sales Manager
MEI Consulting
10.2021 - 07.2023
Financial Assistant
Brink - Wealth Management
08.2021 - 08.2024
High school diploma or GED -
Bartram Trail High School