Joshua Campbell
Assistant Vice President, Relationship Manager
- Role
- Relationship Manager, Assistant Vice President at Merrill Lynch
- Location
- Towson, MD, US
- LinkedIn followers
- 500 followers
About Joshua Campbell
Joshua Campbell is an Assistant Vice President - Relationship Manager with the Pearce…
Experience
Relationship Manager, Assistant Vice President
Jan 2024 — Present
Key Relationship Manager and point-of-contact to select high-net-worth and ultra-high-net-worth clients, helping to ensure detail-oriented portfolio management, along with strategic financial analysis- Head of business exit planning efforts, aimed at efficiently guiding clients through the process of exiting or liquidating closely held businesses, while helping to ensure the best long-term outcomes- Certified Exit Planning Advisor® professional with the Exit Planning Institute, as well as designated Chartered Retirement Planning Counselor™ with the College for Financial Planning Institutes Corp.
Education
Liberty University
Bachelor's Degree
2016 — 2019
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