Josh Smith
Enterprise Account Executive
- Role
- Financial Planner at Timothy Financial Counsel, Inc
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Josh Smith
Seasoned software sales executive with over 8 years of tech sales experience. Over 5…
Experience
Financial Planner
Timothy Financial Counsel, Inc
Mar 2025 — Present · Chicago, IL, US
Passed Series 65 exam and Candidate for CFP® certification- Inside look at executive compensation and personal motivators- Supported and shadowed lead advisors on strategic and long-range planning
Education
Bethel University
Bachelor of Arts - BA
Skills
- Finance
- Financial Accounting
- Economic Development
- Forecasting
- Powerpoint
- Microsoft Excel
- Financial Analysis
- Product Knowledge
- Foundation Design
- Financial Modeling
- Tableau
- Event Planning
- Microsoft Word
- Strategic Planning
- Public Speaking
- Spss
- Customer Service
- Dreamweaver
- Microsoft Office
- Sales
- Leadership
- Mergers & Acquisitions
- Entrepreneurship
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