Josh Willis
Vice President-Client Advisor at JP Morgan Asset Management
- Role
- Vice President at J.P. Morgan Asset Management
- Location
- Los Angeles, CA, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Josh Willis
With over 20 years of financial services experience, Josh Willis has developed…
Experience
Vice President
May 2018 — Present · Los Angeles, CA, US
Education
Yale School of Management
Finance and Financial Management Services
2020
Skills
- Wealth Management
- Retirement
- Presentations
- Mutual Funds
- Series 7
- Consultative Selling Style
- Series 63
- Income Planning
- Building Relationships
- Investments
- Wholesaling
- Insurance
- Fixed Annuities
- Public Speaking
- Variable Annuities
- Retirement Planning
- Client Presentation
- Building New Business
- Etfs
- Financial Advisory
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