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Joshua G. Nuffer is listed as Maximize Your Tax Efficiency: Personalized Financial Planning Services. at Thrivent Asset Management, a with 118 employees, based in Prescott, Arizona, United States. AeroLeads shows a matched LinkedIn profile for Joshua G. Nuffer.
Joshua G. Nuffer previously worked as Financial Planner at Thrivent Asset Management and Financial Market Analyst/Asset Trader at Forever Forward Llc. Joshua G. Nuffer holds Biochemistry from University Of Southern Indiana.
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Hi, my name is Joshua, I come from a background in construction, customer service and science. More recently I have developed expertise in financial analysis, markets, and trade execution. I hold the Series 7 and 66 licensing, as well as life, health and annuities. I look forward to developing a life-long career in financial planning, helping others achieve their financial goals.Some qualities about me are, being a highly motivated and skilled individual with a diverse range of experience in diverse valuable fields. I am proficient in various technical tools and have a keen eye for detail. Being a quick learner and having a passion for exploring, I hope to have a meaningful impact on others' lives.
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Prescott, Arizona, United States
•Deliver financial advice and planning strategies for investments, insurance, retirement, and estate planning with minimal risk.•Collaborate with specialists across branches.•Create investment/asset allocation models and propose strategies to capitalize on markets, and tax efficiency.•Cultivate solid client relationships and ensure client satisfaction with long-standing relationships.
Prescott, Arizona, United States
•Tracked market trends, google trends, and macroeconomic trends to support data-driven decision making and reduce risk.•Conducted market analysis to identify opportunities on a rolling weekly and monthly basis using statistics and quantitative data to execute trades.•Actively monitor trading tools and alerts for key decision-making periods to improve sharpe ratio 25%.•Utilized risk management and portfolio allocation principles with market liquidity and sizing context.•Employed best execution policies using key tools, compliance protocols, and technical data.•Proficient in Orderflow, Options, GEX, TPO/VP, and Derivatives data.
Orlando, Florida, United States
•Energetic CEO assistant to an IT company that utilized time-management skills, leadership skills, and customer relationship management(CRM) using Google Workspace.•Implemented client visitation, Interpersonal communication skills and follow-up policies to improve retention rates up to 40%.•Performed bookkeeping tasks and improved day-to-day administration duties to save time.•Manage office, run errands, travel arrangements, calendar scheduling and setup installations.
Evansville, Indiana, United States
•Performed search engine grading/comparison and search engine analysis.•Achieved greater polling and query result satisfaction by 200% to competitors.•Conducted artificial intelligence speech analysis and human-to-AI speech behavior and patterns.
Other employees you can reach at thriventfunds.com. View company contacts for 118 employees →
James Pendleton
Colleague at Thrivent Asset ManagementRedwood Falls, Minnesota, United States
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Chad E. Diefenderfer, Cfa
Colleague at Thrivent Asset ManagementGreater Minneapolis-St. Paul Area, United States
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Peter Karazeris
Colleague at Thrivent Asset ManagementMinneapolis, Minnesota, United States
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Jodi Stinson
Colleague at Thrivent Asset ManagementSt Paul, Minnesota, United States
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Ryan Holmquist
Colleague at Thrivent Asset ManagementMinneapolis, Minnesota, United States
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Lauri Brunner
Colleague at Thrivent Asset ManagementMinneapolis, Minnesota, United States
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Les Fuerch
Colleague at Thrivent Asset ManagementYoung Harris, Georgia, United States
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Jim Smallhoover
Colleague at Thrivent Asset ManagementChicago, Illinois, United States
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David Klein
Colleague at Thrivent Asset ManagementEden Prairie, Minnesota, United States
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Charmaine Chan
Colleague at Thrivent Asset ManagementMinneapolis, Minnesota, United States
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Supplementary/Relevant Coursework: Calculus II, Organic Chemistry, Physics, Probability, Psychology, Statistics.
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Joshua G. Nuffer works for Thrivent Asset Management.
Joshua G. Nuffer is listed as Maximize Your Tax Efficiency: Personalized Financial Planning Services. at Thrivent Asset Management.
Joshua G. Nuffer is based in Prescott, Arizona, United States while working with Thrivent Asset Management.
Joshua G. Nuffer has worked for Thrivent Asset Management, Forever Forward Llc, Jade Dragon, and Microsoft.
Joshua G. Nuffer's colleagues at Thrivent Asset Management include James Pendleton, Chad E. Diefenderfer, Cfa, Peter Karazeris, Jodi Stinson, and Ryan Holmquist.
You can use AeroLeads to view verified contact signals for Joshua G. Nuffer at Thrivent Asset Management, including work email, phone, and LinkedIn data when available.
Joshua G. Nuffer holds Biochemistry from University Of Southern Indiana.
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