Joshua J.

Skills

New Market Expansion, Leadership, Relationship Management, Consultative Sales, Lead Generation, Customer Acquisition, Investment Planning, Pipeline Management, Public Speaking, Annuities, Wholesaling, Structured Notes

About

I bring an entrepreneurial approach to building and scaling business—identifying opportunities, creating demand, and executing strategies that deliver measurable growth.

I specialize in structured notes, annuities, and exchange funds,
helping advisors translate complex investment solutions into clear value for their clients. My focus is on accelerating sales outcomes through high-impact education, targeted marketing, and consultative partnership.

Known for developing strong, trust-driven relationships, I work closely with investment advisors to uncover new revenue opportunities and build more efficient, scalable practices. I’m also committed to developing people—mentoring team members, fostering a performance-driven culture, and empowering others to think like owners.