Joe Emhof
Financial Services Marketing Director | Award-Winning Public Speaker || Ground-Up Network Development | Loyal Relationship Building | Long-Term Strategic Planning
- Role
- Davis Selected Advisors-senior Vice President-west Coast Regional Director at Davis Advisors
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
About Joe Emhof
With a passion for public speaking and a proven record of progressive success, I am a…
Experience
Davis Selected Advisors-senior Vice President-west Coast Regional Director
May 2006 — Present · San Francisco, CA, US
Recognized as a growth specialist, I expand territories and foster new relationships while marketing and distributing mutual funds, separately managed accounts and ETF\'s through financial intermediaries. I was selected to move to the West Coast after successfully growing both Upstate New York and North Eastern Ohio territories. I embraced the challenge and fostered key relationships after moving to the Bay Area. I met and exceeded goals, secured high-level meetings and successfully took on more territory and responsibility. Member of Davis RD Client Advisory Council.
Skills
- Investments
- Alternative Investments
- Equities
- Value Investing
- Pensions
- Investment Management
- Separately Managed Accounts
- Seminars
- Asset Management
- Asset Allocation
- Portfolio Management
- Mutual Funds
- Series 7
- Retirement Planning
- Series 63
- Financial Services
- Public Speaking
- Wealth Management
- Investment Strategies
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