Joshua Mocilan

Relationship Manager @Raymond James

St. Petersburg, FL, US

EMAILS

[email protected]

MOBILE NUMBERS

+91 *********19

Reveal Contact Details

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WORK HISTORY

Dec 2022 — Present

Relationship Manager @Raymond James

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St Petersburg, FL, US

EDUCATION

2008 — 2012

Southern Illinois University, Carbondale

B.A., International Trade/Economics

SKILLS

SpreadsheetsFinancial AnalysisOrganizational EffectivenessMacroeconomicsSwiftpageStrategic NegotiationsOutlookCrm DatabasesStrategic ConsultingOral & Written Communication SkillsSocial Media MarketingMicrosoft ExcelMarketingProject PlanningData AnalysisTechnical AnalysisMarketing StrategyCustomer ServiceInvestmentsBusiness DevelopmentPhone EtiquetteBankingSales Process

ABOUT JOSHUA MOCILAN

Experienced Account Representative with a demonstrated history of working in the financial services industry. Sales, Broker-Dealer, Economics, Financial Analysis, and Series 7. Strong sales background and relationship management with clients. Business liaison to technology channel and enterprise implementation. Advocacy of IT in wealth management platforms. Work cross-functionally with executive leadership and recruiting to run technology demos that advance advisor book acquisition.

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