Joseph Larson Email and Phone Number
Joseph Larson work email
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Joseph Larson personal email
I am a University of Cincinnati graduate with skills such as financial planning, analytics, management. I am currently working full time as a Client Service Representative at Stevens Investment Group. I look forward to meeting new people and furthering my skills in the business world.
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ParaplannerTouchpoint® Wealth PartnersCincinnati, Oh, Us
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Client Relationship ManagerLpl Financial Jul 2023 - PresentSan Diego, Ca, UsCurrently hold FINRA Series 7 & 66 licenses. Role includes servicing clients and prospects over the phone and doing administrative paperwork for the back office. -
Ohio Army National Guard Artillery/InfantryOhio National Guard Mar 2019 - PresentColumbus, Ohio, UsWork part-time in the Ohio Army National Guard. I work one weekend a month and two weeks in the summer. An experience that requires time away from family and friends but I have gained a lot of leadership skills so far. I look forward to learning more skills in my service the rest of the time I spend in the Military. -
Finance ClubUniversity Of Cincinnati Jan 2021 - Dec 2022Cincinnati, Ohio, Us -
Financial Planning InternNorthwestern Mutual Jan 2022 - May 2022Milwaukee, Wi, UsCurrently hold my Accident & Health license as well as my life insurance license. Part-time intern where learned new communication and networking skills. Spent most time developing phoning and prospecting skills. -
Doordash Delivery DriverDoordash Apr 2020 - Jan 2022San Francisco, California, UsDelivered food for DoorDash during the Covid-19 pandemic due to the mass need for drivers. I found this a great job to be socially distanced and still be part of the food industry. -
Financial Analyst InternTransamerica Financial Advisors, Inc. Jul 2021 - Nov 2021St. Petersburg, Fl, UsReceived part-time analyst internship where I shadowed a advisor as well as analyzing the branches financials and client portfoliosExecuted duties such as gathering company data and building excel models and forecasts. Finding the best funds to invest client’s savings such as ETF’s, mutual funds, bonds, and the S&P 500. -
Ups Seasonal HelperUps Dec 2019 - Jan 2021Atlanta, Ga, UsSeasonal delivery helper for UPS. Past 2 years during the holiday season I would run the routes with a UPS driver and run the packages to the door. Definitely an experience I liked doing the past 2 holiday breaks and a good way to get some exercise. -
Host/BarbackArchers Tavern Oct 2017 - Dec 2020Host/Barback at Archers Tavern which is a bar and grill where I would sit people, clean tables, keep track of wait, and clean inside the bar. Great learning experience as it was my first place I have ever worked. Managers were great and was a great environment.
Joseph Larson Education Details
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University Of CincinnatiCyber Security -
University Of CincinnatiGeneral
Frequently Asked Questions about Joseph Larson
What company does Joseph Larson work for?
Joseph Larson works for Touchpoint® Wealth Partners
What is Joseph Larson's role at the current company?
Joseph Larson's current role is Paraplanner.
What is Joseph Larson's email address?
Joseph Larson's email address is jl****@****.uc.edu
What schools did Joseph Larson attend?
Joseph Larson attended University Of Cincinnati, University Of Cincinnati.
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