Joe Marshall
- Role
- Founder & Financial Planner at Coastal Capital Advisors
- Location
- Santa Barbara, CA, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Joe Marshall
From 2016 to 2020, I was in your shoes, working a high-paying tech job. The work was…
Experience
Founder & Financial Planner
Apr 2020 — Present
We help people in tech maximize their wealth, optimize their equity compensation, and pursue their dreams. We believe that investing now with the right plan in place will lead you to reach your dreams, whether that’s taking a year off work to travel the world or an earlier retirement.
Skills
- Motivation
- Customer Service
- Fitness
- Social Media Marketing
- Microsoft Publisher
- Research
- Business Analysis
- Microsoft Office
- Critical Thinking
- Social Media
- Deal Structures
- Underwriting
- Public Relations
- Basketball
- Microsoft Word
- Leadership
- Loans
- Event Planning
- Training
- Analysis
- Blogging
- Financial Statements
- Business Development
- Financial Analysis
- Entrepreneurship
- Financial Modeling
- Strategic Planning
- Sales
- Call Center
- Credit
- Strategic Sales Plans
- Finance
- Marketing
- Market Research
- Employee Benefits
- Risk Financing
- Project Management
- Salesforce.com
- Secured Financing
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