Since I was young, I have always been interested in the finance world and all the aspects of it. I remember, as a kid, watching Mad Money with Kramer on CNBC and always being fascinated. That same fascination still follows me today as I am incredibly interested in the world of finance.I finished my undergraduate at St. John Fisher University graduating with a 3.9 GPA with a major in economics and minors in data analytics and financial planning. Throughout my undergraduate career I juggled a full academic schedule while being a member of the University's football team for all four years. Additionally, I gained valuable work experience in the field of finance in my internships at investment firms Purshe Kaplan Sterling Investments and Fischer Investments. Currently I am an MBA student at St. John Fisher University with a concentration in general management. I will be finishing my MBA this coming summer. Since my MBA classes are fully remote night classes I can provide flexibility to any and all employers.I am looking for opportunities with companies that will challenge me and help me grow as a person.
St. John Fisher University
View- Website:
- pksinvest.com
- Employees:
- 59
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Mba StudentSt. John Fisher UniversitySchenectady, Ny, Us -
Licensing InternPurshe Kaplan Sterling Investments (Pks) -
Licensing And Onboarding InternshipPurshe Kaplan Sterling Investments (Pks) May 2022 - Present· Daily communication with Insurance and annuity carriers to confirm appointments for company Financial Advisors· Pre-filled onboarding forms for onboarding Financial Advisors· Attended weekly meeting to discuss projections -
Research AnalystFischer Investments Feb 2023 - May 2023· Researched Investment Stock options for clients· Presented research findings to company executives· Assisted in proxy voting for clients
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Sales AssociateFive Below Dec 2020 - Aug 2021· Managed the cash registers and assisted customers in finding products· Restocked the store when shipments arrived -
VolunteerAlbany City Mission Sep 2018 - Sep 2019
Joseph Marsh Education Details
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General Business Studies -
Economics, Minor In Data Analytics And Financial Planning
Frequently Asked Questions about Joseph Marsh
What company does Joseph Marsh work for?
Joseph Marsh works for St. John Fisher University
What is Joseph Marsh's role at the current company?
Joseph Marsh's current role is MBA Student.
What schools did Joseph Marsh attend?
Joseph Marsh attended St. John Fisher University School Of Business, St. John Fisher University.
Who are Joseph Marsh's colleagues?
Joseph Marsh's colleagues are William J. Miller, Cfp®, Wyatt Yennard, John M Stern Jr Cpa, Stuart Reff, Alexandra Mcdowall, Rene Leroux, Connor Reilly.
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Joseph Marsh
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