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:

community-manager
copywriting
fintech
marketing
sales
english