Josh Willis

About Josh Willis

15+ years of successful finance and investment management with a primary focus on individual client success.• Adept at educating, training, coaching and ensuring client specific investment goals are achieved.• Strong understanding about Financial Services, advanced market knowledge with ample experience within the Financial Services industry.• Ability to provide expertise on inquiries pertaining to retirement, taxation, and the markets, both basic and advanced.• Expert problem solver and relationship manager.• Committed customer experience manager that lives to make lasting impressions andexperiences with clients.• Skilled at cultivating long lasting company-client relationships.• Able to lead teams in high-demand situations.• Experienced in overseeing, improving and maintaining productive businessoperations.• Self-motivated and driven to achieve my personal and professional goals.• Professional communication skills

Experience

1. Investment Management Consultant i

   Fidelity Investments

   Jul 2025 — Present

Education

• Utah Valley University

  Associates

  2004 — 2008

Skills

• Leadership
• Sales Management
• Marketing
• Microsoft Office
• Sales
• Online Advertising
• Salesforce.com
• Strategic Planning
• Sem
• Curriculum Development
• Customer Service
• Project Management
• Team Leadership
• Account Management
• Teaching
• Personal Development
• Entrepreneurship
• Start-Ups
• Social Media Marketing
• Executive Coaching
• Public Speaking
• Business Strategy
• Wordpress
• Online Marketing
• SEO
• Training
• Social Media
• Business Development
• Lead Generation
• Coaching
• Leadership Development
• Team Building
• Management
• Spanish
• Marketing Strategy
• Ppc
• Small Business