Joshua Yoder Email and Phone Number
I currently serve as a Relationship Manager at Hudock Capital Group and love working with clients to provide them with a personalized experience to help them achieve their goals of financial wellness and retirement. I hold my Series 65 securities license and Pennsylvania Life, Health, and Accident Insurance license.
Hudock Capital Group, Llc.
View- Website:
- hudockcapital.com
- Employees:
- 11
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Relationship ManagerHudock Capital Group, Llc. Jan 2024 - PresentWilliamsport, Pennsylvania, United States• Assessed clients' financial needs, goals, and risk tolerances to offer tailored investment strategies and solutions. • Conducted research and analysis to recommend suitable investment products and strategies. • Provided ongoing portfolio management to ensure that investments aligned with clients' objectives and market conditions. • Provided regular updates, ensuring clients were informed about their investments. • Cultivated and maintained strong client relationships to ensure client satisfaction and retention. -
Registered AssociateHudock Capital Group, Llc. Aug 2022 - Jan 2024Williamsport, Pennsylvania, United States• Played a crucial role in supporting client relationships by providing excellent service and addressing client's needs. • Assisted in the preparation of financial plans and investment proposals, ensuring compliance with regulatory standards. • Additionally, helped to maintain accurate records and manage documentation to facilitate smooth operations. -
InternshipHudock Capital Group, Llc. May 2019 - Aug 2019Williamsport, Pennsylvania, United StatesCompiled market data in order to help create new investment portfolios. Created Excel spreadsheets with cost benefit data for use in client presentations. Presented economic data and gave analysis on the health of the economy to staff. Organized and filed confidential client information. -
Sales AssociateShamrock Mills Llc Apr 2012 - Apr 2016Paxinos, Pennsylvania, United StatesAnalyzed and properly processed product returns, assisting customers with finding alternative merchandise to meet needs. Delivered high level of assistance by locating products and checking store system for merchandise at other sites. Organized racks and shelves to maintain store visual appeal, engaged with customers and promoted specific merchandise. Tracked stock using company inventory management software. Maintained organized, presentable merchandise to drive continuous sales. Prepared merchandise for sales floor by pricing or tagging.
Joshua Yoder Education Details
Frequently Asked Questions about Joshua Yoder
What company does Joshua Yoder work for?
Joshua Yoder works for Hudock Capital Group, Llc.
What is Joshua Yoder's role at the current company?
Joshua Yoder's current role is Relationship Manager at Hudock Capital Group, LLC.
What schools did Joshua Yoder attend?
Joshua Yoder attended Bucknell University, Southern Columbia High School.
Who are Joshua Yoder's colleagues?
Joshua Yoder's colleagues are Beth Brooking, Jennifer Zielewicz, Amber Pennycoff, John Kolb, Amanda West-Phillips.
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Joshua Yoder
Rockledge, Fl1spacex.com3 +131790XXXXX
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Joshua Yoder
Facilitator Of Learning And Processes, Guide For Learning Journeys, Leading People On A Continuous Improvement Journey, Steward Of The People Around Me.Greater Indianapolis3avon-schools.org, avon-schools.org, beckman.com -
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