Josh Groetken
Associate Wealth Management Advisor
- Role
- Associate Wealth Management Advisor - Rise Financial Planning at Northwestern Mutual
- Location
- Boulder, CO, US
- LinkedIn followers
- 500 followers
About Josh Groetken
I pride myself on my professionalism and attention to detail. While perusing my Certified Financial Planner designation, I hope to establish connections that will aide me on my journey towards a career in wealth management.Over 6 years of experience in the hospitality industry. A dedicated and number oriented leader who specializes in customer relations and holistic financial planning. Strives to become a wealth management advisor or portfolio manager, creating an environment that benefits both the client as well as the business. Exhibits strong focus when under pressure.
Experience
Associate Wealth Management Advisor - Rise Financial Planning
Jan 2019 — Present · Boulder, CO, US
Education
University of Colorado Boulder - Leeds School of Business
Bachelor of Arts & Science Degree, Finance and Accounting
2018 — 2019
Front Range Community College
Associate of Arts - AA Cum Laude, Emphasis in Finance, Accounting and Business Systems
2015 — 2018
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