Joshua Woodby

Joshua Woodby

Managing Director-Investments | Private Wealth Advisor at The Arthur Woodby Financial Group of Wells...
Columbus, Ohio, United States

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Work Experience

Wells Fargo Advisors

Managing Director-Investments | Private Wealth Advisor at The Arthur Woodby Financial Group

Present

Wells Fargo Advisors Private Client Group

Managing Director | Private Wealth Advisor | PIM Portfolio Manager

2017-12-01 - Present

JPMorgan Chase & Co.

JPMorgan Private Client Advisor

2004-11-01 - 2017-12-01

Northwestern Mutual

Financial Representative

2001-05-01 - 2004-10-01

Skills

online travel databases instant booking camping consumer internet enterprise software software internet information technology advice & planning investments banking retirement estate planning services credit & lending through affiliates financial advising financial services

Languages

English