Josh Boyd Email & Phone Number

Charlotte, NC, US

Cornelius, North Carolina, United States

• Conducted thorough analysis of over 200 investment portfolios to assess asset allocation, risk exposure, and performancemetrics, employing both quantitative and qualitative methods to provide holistic insights
• Performed equity and credit research utilizing Morningstar and other industry tools, proposing investment opportunities to advisors that directly align with the financial objectives of the client
• Designed and presented portfolio reports tailored for use by the advisory team and clients, enabling informed decision-makingand strategic planning based on financial analysis
• Participated in over 15 different client meetings discussing savings and retirement goals, investment strategy, and overall market outlook, while learning key concepts of relationship management and trust building

Charlotte, North Carolina, United States

• Collaborated with internal analysts to streamline the organization of financial data between the Hendrick Automotive database and corresponding Microsoft Excel spreadsheets to be used by the directors
• Managed $10MM in account balances for dealerships across the country and assisted in handling the general ledger
• Built client relationships by interacting with prospective and current customers while following up on sales leads, scheduling dealership appointments, and providing consistent support
• Analyzed weekly sales data for dealerships across 18 different states to construct performance reports for managers

Cornelius, North Carolina, United States

• Conducted engaging youth orientation classes for first-time guests, facilitating smooth integration into YMCA programs
• Ensured the safety of all members using the fitness area by demonstrating proper workout techniques and standards
• Showcased the YMCA's branch offerings by leading informative tours for prospective members, effectively highlighting the benefits of membership

Huntersville, North Carolina, United States