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Joel Hempel is listed as Building Guided Expeditions at Fernweh Guided Expeditions, based in Greater Philadelphia, United States. AeroLeads shows a work email signal at lockwoodadvisors.com and a matched LinkedIn profile for Joel Hempel.
Joel Hempel previously worked as Head Camp Counselor at Fernweh Guided Expeditions and Independent Consultant at Financial Advice For Better Outcomes. Joel Hempel holds Ba, Criminal Justice from Temple University.
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AeroLeads found 4 current-domain work email signals for Joel Hempel. Compare company email patterns before reaching out.
Throughout my 30+ year journey in the wealth management and advisory business, I've learned that overcoming mental challenges and embracing a different perspective are key to achieving success, whether in business or in a marathon.I've had the privilege of contributing to a startup's remarkable growth, witnessing its evolution from a 3-month-old venture with $200 million in assets to a $22+ billion enterprise within a prominent financial services firm today. This experience has not only honed my skills in leading an independent business unit but has also enriched my understanding of navigating complex organizational structures. My passion lies in shaping, nurturing, and expanding offerings to meet the evolving needs of our valued clients.I am motivated by the opportunity to provide sound guidance to both retail and institutional clients, recognizing the critical importance of quality advice in today's landscape. My innovative endeavors include developing tailored investment solutions to address the diverse needs of investors. With oversight of various business functions encompassing investments, operations, sales, product development, and client experience, I am dedicated to fostering a culture of creative problem-solving within my team.My insights on industry trends and commitment to knowledge-sharing have led to frequent interviews and speaking engagements within the advisory and managed accounts sector. I actively engage with organizations like the MMI, contributing as a board member, Co-Founder of the Leadership Pathway Program and Membership Experience Committee, as well as participating in the SIFMA Managed Account Roundtable. Mentoring holds a special place in my heart, inspired by the impactful mentors who have guided my own journey.Beyond the professional realm, you can find me pursuing my interests on my Peloton, enjoying a round of golf, fishing, or cherishing moments with my two children.
Listed skills include Series 7, Series 24, Mutual Funds, Investment Advisory, and 23 others.
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We're all about hitting the trails, sharing stories by the campfire, and creating memorable experiences in the great outdoors. At Fernweh, I lead a team dedicated to making each journey a unique adventure—filled with exploration, education, incredible food, and a lot of laughs. We trek, trail, and tell tales, all while giving back to the communities we visit and capturing moments that last a lifetime.
Jersey City, New Jersey, Us
Jersey City, New Jersey, Us
Currently responsible for all aspects of our managed account solutions distributed thru Pershing Advisor Solutions, which is our RIA distribution channel. Work closely with all departments to enhance the overall offering, create efficiencies, reduce costs, and support business development opportunities. Enhanced our Dual Contract program for RIAs, increased available list of money managers, simplified on-boarding process for managers, reduced client paperwork, and developed marketing materials for clients and prospects. Management, Business Development and Product Strategy
Jersey City, New Jersey, Us
Managed a team of sales professionals responsible for all advisory platform sales and asset manager outsourcing. Drive largest and most visible prospect/client sales initiatives. Work with product team to develop our combined product offering after the acquisition of PNC Managed Investments. Work with Marketing Team to develop new Enterprise Sales marketing materials. Develop rotating sales and training meetings across Pershing’s regional offices.
Jersey City, New Jersey, Us
Built a new team of professionals to work with our top broker dealer clients to drive adoption and utilization of the Lockwood suite of advisory products. Developed communication strategies, annual business development plans, extensive training with both home office and advisory reps of Focus Firms. Implemented training program for internal sale associates. Increased advisory sales within our new Key Accounts Focus Firms.
Jersey City, New Jersey, Us
Worked closely with Pershing’s Relationship Management Team, Global Customers and prospects in a consultative sales process to position, sell, implement and grow the advisory offerings with our innovative implementation of customized advisory solutions. Built strategic relationships with C-Level executives across many large, medium and small independent broker dealers. At one point was responsible for approximately 60% of all platform revenues.
Reponsible for all aspects of training for internal and external clients. Developed web-based training modules, in-person training sessions, organized a multi-city (35) road show for new product rollout, employee training program, implemented webcast capabilities, wrote training guides and executed an assistant training program for client staff who supported the day to day business.
Managed the development and rollout of a new product. Initiated the first campaign to call on new broker dealer relationships to build strategic relationships and drive adoption of advisory products. Worked with legal team to streamline the contracting process for these new BDs. Assisted operations with the set up of these firms to ensure a quick implementation and launch of the product within each distribution channel.
King Of Prussia, Pennsylvania, Us
Worked with Lockwood’s largest and fastest growing advisors to construct business plans inclusive of strategic initiatives to promote and support the growth of their advisory businesses. Business plans included client appreciation events, building centers of influence and referral sources from strategic relationships with CPAs and Estate Attorneys, support writing and printing firm brochures, and helping financial professionals with an image and awareness campaign.
Responsible for all aspects of rep conversions to Lockwood Financial Services broker dealer including conversion of all accounts, office set up, client communications, transition support, overall project management, technology set up and on-site training for up to 4 weeks. Hired first members of our Service Desk to support this growing rep base.
Stock broker developing relationships with investors looking for exposure to small and micro cap stocks. Developed relationships with clients and was able to gain access to emerging companies through IPO and limited partnerships.
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Joel Hempel works for Fernweh Guided Expeditions.
Joel Hempel is listed as Building Guided Expeditions at Fernweh Guided Expeditions.
AeroLeads has found 4 work email signals at @lockwoodadvisors.com for Joel Hempel at Fernweh Guided Expeditions.
Joel Hempel is based in Greater Philadelphia, United States while working with Fernweh Guided Expeditions.
Joel Hempel has worked for Fernweh Guided Expeditions, Financial Advice For Better Outcomes, Bny Mellon Advisors, Inc., Bny Mellon | Pershing, and Lockwood Advisors.
You can use AeroLeads to view verified contact signals for Joel Hempel at Fernweh Guided Expeditions, including work email, phone, and LinkedIn data when available.
Joel Hempel holds Ba, Criminal Justice from Temple University.
Joel Hempel is listed with skills including Series 7, Series 24, Mutual Funds, Investment Advisory, Finra, Series 63, Wealth Management, and Investment Management.
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