Investment Advisor Risk Management

JOSHUA TE STROETE

INVESTMENT ADVISOR REPRESENTATIVE

Seeking New Opportunities to Grow, While Staying Committed to Helping Others

LICENSES

Life and Health

SIE

Series 7

Series 66

SKILLS

Teamwork

Communication

Data Analysis

Money Guide Pro

Microsoft Tools

Net X 360

RedTail CRM

CONTACT

Port Washington, WI

920-***-****

*******@*****.***

Josh Te Stroete LinkedIn

EXPERIENCE

INVESTMENT ADVISOR REPRESENTATIVE

e^2 Retirement Consulting, LLC

2024-PRESENT

-Creating Financial Reports

-Enrolling and Advising 401k Participants

-Fund and Market Analysis

REGISTERED REPRESENTATIVE

Silbernagel Group

2023-2024

-Meet with new and existing clients

-Create and solve income planning solutions with tax and insurance emphasis

-Deliver Tax returns and articulate tax planning solutions

-Develop and maintain new lead generation/COI relationships

ACCOUNTING ASSOCIATE

Winnebago Community Credit Union 2023-2023

-BSA Monitoring

-Balance General Ledgers

-Accounts Payable

-Customer Support

-Managed Bill Pay and Share Drafts

ACCOUNTING SPECIALIST 2022

Delaware North

-Accounts Payable

-Daily Sales Reports

-Supply Chain Management

EDUCATION

BBA FINANCE WITH RISK MANAGEMENT UNIVERSITY OF WISCONSIN OSHKOSH

2023

-Finance Club Member

-Insurance Risk Management Club Member

-Athlete

Contact this candidate