Josh Bowling Email & Phone Number

Dahlonega, GA

As an Edward Jones financial advisor, every day I enjoy the opportunity to work with individual investors on creating and implementing strategies that work toward specific goals that we set together. To that end, I view my advisory practice in terms of a partnership where we use an established process to find out what's most important to you and your.

Atlanta, GA

Josh Bowling is an Investment Advisor Representative and Wealth Manager providing overall financial planning to a variety of clients seeking honest and dependable approach to financial counseling and advice. He joined McCormack Financial Planning in 2015 and works closely with principals, Barbara McCormack, CFP® and Linda Kuehn, CRPC®. Josh works with.

• Atlanta-based telecommuting position, temporary contract basis
• Responsible for cold calls (150-200 dials per day) to sign up new users
• Bring new customers to website and explain its features
• Convert existing users who rarely use the site to consistent users
• Convert Tier 1 non-paying user accounts to annual payment user accounts
• Set up appointments for CEO and CFO to go for in-house site demos

New York, NY

• New business cultivation via cold calls, online networking, e-advertising, networking groups
• Assisted the Triple Five Group (www.triplefive.com) in-house leasing team on upcoming “American Dream” multi-billion dollar development (aid in leasing of over 3,000,000 sf)
• Developed and maintained relationships with landlords and management companies to bring properties to market
• Responsible for ensuring exclusive agreements with landlords to represent their interests
• Guided prospective tenants and landlords through the long, complicated process of commercial leasing
• Created and maintained highly organized system of contacts and follow-ups

New York, NY

• Responsible for all print design, branding, sign design and placement,and other general marketing materials
• Construction and maintenance of daily, monthly, and annual email marketing campaigns via Constant Contact
• Business card, letter head, and front end website design and production
• Video presentations via Final Cut Pro, Powerpoint, and Apple Keynote
• Review of various key financial statistics regarding building purchase prices, site development, and general market trends and translating that information into in-house Sinvin specific marketing materials
• Familiarity and light application with Internet marketing (SEO, Google Analytics, Ad Words, Social Media Marketing)

New York, NY

• Provided general office/administrative service as well as creative design assistance for a variety of Fortune 500 companies including Altria, AXA Financial, Alliance Capital, Guardian, and Liz Claiborne (via Juicy.
• Worked in a wide variety of capacities and skill set classes including but not limited to copywriting, copyediting, answering phones, screening for execs, calendaring, expense reporting, Powerpoint slideshow comps.

Bachelor Of Arts (B.A.), Comparative Literature

Oglethorpe Cfp Certification - Financial Planning

Principles Of Real Estate Finance, Investment, And Analysis

Financial Planning And Services