Josh Bruton Email & Phone Number

Relationship oriented, technically skilled financial operations professional with over eighteen years of experience in the financial services industry. Key strengths include developing and maintaining client relationships, managing multiple projects simultaneously, and effectively using and evaluating business technology solutions. Personable problem solver who works collaboratively to achieve goals and grow business.- Manage daily operations of a Registered Investment Advisory firm with over 360 million dollars in assets under management- Maintain and assess all aspects of office information technology and software- Generate and analyze comprehensive quarterly and ad hoc portfolio performance reports for all client accounts- In-depth knowledge and experience advisor technology offerings- Plan and execute educational seminars and client appreciation events- Communicate with and respond to client questions and concernsSpecialties: Fluent in German

Listed skills include Process Improvement, It Strategy, Investments, Asset Managment, and 34 others.