joeltilson
Account Executive
Experienced financial advisor and sales development professional with a strong background in wealth management, financial planning, and business development. I have a proven ability to deliver personalized financial solutions, foster long-term client relationships, and drive revenue growth. Currently, I am seeking to transition into the Web3/crypto industry, where I can leverage my deep understanding of finance, technology, and client engagement to contribute to innovative financial ecosystems. Known for my adaptability, collaborative mindset, and results-driven approach, I thrive in dynamic environments and am committed to continuous learning and professional growth.
Experience: 5 years
Yearly salary: $0
Hourly rate: $0
Nationality: 🇺🇸 United States
Residency: 🇺🇸 United States
Experience:
Period | Title | Company |
---|---|---|
2024 - | Sales Development Representative | Financial Advisor | SigFig |
2022 - 2023 | Advisory Consultant | Cetera Financial Group |
2023 - 2024 | Senior Director Wealth and Asset Management | Tri-Ad Capital Management |
2020 - 2022 | Financial Advisor | JPMorgan Chase & Co. |
Skills: