Joshua Bush

About Joshua Bush

I’m a results-driven financial professional with experience advising high-net-worth…

Experience

1. Merrill Financial Solutions Advisor

   Merrill Lynch

   Jul 2024 — Present · Houston, TX, US

   Present tailored strategies and financial plans to high-net-worth/Ultra High Net-worth clients and prospects based on in-depth financial analysis and client goals.• Prospect, network, and cold call to acquire new high-net-worth client relationships via self-sourcing campaigns.• Conduct research utilizing FactSet, Merrill’s CIO, and Portfolio analyst to curate portfolios based on clients needs and goals.• Hold 6-8 discovery meetings with clients and prospects weekly, either in person, web, or on site.• Serve as primary relationship manager and private banker to ensure a comprehensive suite of service.• Collaborate with wholesalers, private equity partners, and marketing directors to evaluate and position financial products that best fit client objective

Education

• Sam Houston State University

  Bachelor of Business Administration - BBA, Finance

  2013 — 2017

• Sam Houston State University

  Bachelor of Business Administration - BBA, Banking and Financial Institutions

  2013 — 2017

Skills

• Energy Policy
• Forecasting
• Management
• Financial Analysis
• Teller Operations
• Leadership
• Financial Accounting
• Microsoft Word
• Team Leadership
• Microsoft Office
• Sales
• Tech
• Social Networking
• Research
• Oil & Gas Industry
• Statistics
• Energy Industry
• Persuasion
• Customer Service
• Challenge Driven
• Training
• Stock Market
• Banking
• Financial Reporting
• Public Speaking
• Fantasy Football
• Time Management
• Cashiering
• Self-Confidence
• Powerpoint
• Microsoft Excel
• Operations Management
• Business Analysis