Joshua Harkey Email and Phone Number
Joshua Harkey work email
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Joshua Harkey personal email
Joshua specializes in providing comprehensive advice to high-net-worth individuals and families, entrepreneurs, and business owners throughout Connecticut. As a Wilmington Trust Senior Wealth Advisor, he and his team work closely with clients and their advisors to develop financial strategies that can help clients work to meet their current needs and plan for their long-term objectives. Prior to joining Wilmington Trust, Joshua was Director of Private Banking for Popular Bank, and led the organic buildout of Popular Private Client. As National Head of Popular Private Client, Joshua led the delivery of all Private Banking and Wealth services.
Wilmington Trust
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Senior Wealth Advisor, Senior Vice PresidentWilmington Trust Apr 2023 - PresentWilmington, De, Us
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Director, Wealth Managment & Private BankingPopular Bank May 2017 - Apr 2023New York, Ny, UsWealth Management & Private Banking, Head of Banking, Operations and Strategy -
Private Banking Program ManagerSterling National Bank Apr 2015 - May 2017Stamford, Ct, UsBusiness development and implementation of the Private Banking program. Oversight of sales, training, marketing, and overall direction within the scope of Sterling's long term strategic vision. -
Private BankerWells Fargo 2011 - 2015San Francisco, California, UsManaging personal and commercial client relationships for bank, brokerage and lending solutions while targeting affluent regions within South Florida. Quickly adapting to multiple client interface systems to deliver seamless service to existing and new clients. Keenly leveraging internal partners to deliver team-based customer experience. Booked over 20MM of new invested assets; 5 MM of new loans along with over three hundred new retail depository relationships totaling more than 25MM in new deposits. Consistently ranked as one of the top ten sales performers for the State of Florida for three consecutive years. -
Personal BankerJpmorgan Chase & Co. 2009 - 2011New York, Ny, UsPrimary goal is to acquire, retain and deepen customer relationships, Taking a lead role in creating an outstanding customer experience and helping the branch meet sales objectives contributing to the success of the firm. Sales and customer service duties include, cash management strategies, debt management, and investment portfolio design and implementation. -
Financial AdvisorAmeriprise Financial Services, Inc. 2006 - 2009Minneapolis, Mn, UsCompetitive sales; Striving to achieve and surpass weekly and monthly client acquisitions goals; Building an extensive book of business by establishing new client relationships; Utilizing a turnkey service model to maintain existing client business; Taking a comprehensive approach to provide clients with numerous financial services including: cash flow analysis, wealth management, tax planning, estate planning, and various insurance needs. Leadership duties performed in the area of generating new sales strategies to increase company revenue by coaching and supporting new advisors; Establishing innovative and creative sales and client acquisitions approaches; Using vast knowledge of financial planning systems to lead and educate co-workers; Participating in leadership/management training; Extensive training in various selling techniques and measures.
Joshua Harkey Skills
Joshua Harkey Education Details
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University Of FloridaAgricultural Economics
Frequently Asked Questions about Joshua Harkey
What company does Joshua Harkey work for?
Joshua Harkey works for Wilmington Trust
What is Joshua Harkey's role at the current company?
Joshua Harkey's current role is Dedicated client advocate, working to pioneer financial solutions for highly successful people through creativity and strategic thinking.
What is Joshua Harkey's email address?
Joshua Harkey's email address is jh****@****lar.com
What schools did Joshua Harkey attend?
Joshua Harkey attended University Of Florida.
What skills is Joshua Harkey known for?
Joshua Harkey has skills like Financial Services, Wealth Management, Investments, Banking, Business Development, Green Belt.
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