Joshua Yoder Email & Phone Number

Williamsport, 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.

Williamsport, 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.

Williamsport, Pennsylvania, United States

Compiled 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.

Paxinos, Pennsylvania, United States

Analyzed 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..

Bachelor Of Arts - Ba, Liberal Arts And Sciences, Senior

Activities and Societies: Division I Football• Committed at least 20 hours per week towards practice, game preparation, film study, and.

Education record