Joshua Jenson
Investment Advisor at One Life Financial Group
- Role
- Portfolio Manager Investment Advisor Representative at One Life Financial Group
- Location
- Minneapolis, MN, US
- LinkedIn followers
- 500 followers
About Joshua Jenson
I strive to understand others\' perspectives in a pursuit of knowledge and wisdom. Living a healthy lifestyle allows me to be present in and adaptable to each situation I encounter. The mystery and complexity of Psychology and Philosophy continue to challenge my way of thinking about life and how we think. I am an adventurer, a learner, and a thinker.
Experience
Portfolio Manager Investment Advisor Representative
Jan 2018 — Present · White Bear Lake, MN
Manage client portfolios, aligning investments with client goals and objectives.• Develop automated investment research tools to optimize fund allocation investment strategy.• Manage full-cycle bookkeeping, including reconciliations and semi-monthly payroll for five employees.• Facilitate team strategy meetings, fostering a positive and transparent culture.
Education
Normandale Community College
PSEO
2010 — 2011
T.E.A.C.H. Academy
High School Diploma
1997 — 2011
St. John's University
Bachelor’s Degree
2011 — 2015
Northwestern College
PSEO
2009 — 2011
Texas McCombs School of Business
Postgraduate Degree
2022 — 2023
Skills
- Problem Solving
- Hockey
- Team Building
- Microsoft Excel
- Financial Forecasting
- Teamwork
- Management
- Microsoft Office
- Leadership
- C++
- Powerpoint
- Microsoft Word
- Accounting
- Time Management
- Social Media
- Project Management
- Public Speaking
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