Josh Rubel Email and Phone Number
As the Director of First Impressions, I am instrumental in making sure the families we serve have a positive experience.My role is centered around being a dedicated resource, understanding both the professional and personal needs of our families. I firmly believe that going the extra mile is essential in creating joyful experiences and cultivating long standing relationships. With a bachelor’s degree in hospitality management and business administration from the New York Institute of Technology, my foundation in providing exceptional service was laid during my college years, where I had the privilege of working with a luxury hotel brand. This experience has seamlessly transitioned into my tenure in the financial services industry, spanning over a decade. I am deeply committed to ensuring that every interaction leaves our families feeling heard and valued. Spending quality time with family and friends is very important to me. When not cheering on my favorite sports teams, I enjoy playing basketball, tennis, and golf. I love the beach and my favorite cuisine of choice is Greek.
Mitlin Financial, Inc®
View- Website:
- mitlinfinancial.com
- Employees:
- 3
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Director Of First ImpressionsMitlin Financial, Inc® Apr 2024 - Present140 Adams Avenue, Suite B-12. Happauge, Ny 11788Processes new accounts to ensure the family has a JOYful transition to MitlinAssist in developing processes and procedures that enhance accuracy and streamline onboardingBuild and maintain relationships with the families we serve Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Third party posts found on this profile do not reflect the views of CWM, LLC and have not been reviewed CWM, LLC as to accuracy or completeness. -
Senior Brokerage Client AssociateWells Fargo Advisors Aug 2021 - Mar 2024Garden City, New York, United States -
Private Client BankerJpmorgan Chase & Co. Jan 2018 - Jul 2021New York, New York, United States -
Financial RepresentativeGuardian Life Jul 2013 - Dec 2017Melville, New York, United States
Josh Rubel Education Details
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Hospitality Administration/Management
Frequently Asked Questions about Josh Rubel
What company does Josh Rubel work for?
Josh Rubel works for Mitlin Financial, Inc®
What is Josh Rubel's role at the current company?
Josh Rubel's current role is Mitlin Financial, Inc® ➡️ Going the extra mile to create JOYful experiences 💼 Director of First Impressions 🏀 Knicks fanatic.
What schools did Josh Rubel attend?
Josh Rubel attended New York Institute Of Technology.
Who are Josh Rubel's colleagues?
Josh Rubel's colleagues are Christa B., Jorrell Bland.
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