About Joshua Rowe:
Worked directly with advisors who managed over $100 million AUM at a small RIA. Learned and mastered multiple systems across operations, financial planning, trading and analytics. Familiarized myself with the financial industry and different tendencies of major firms. Sat in on Investment Philosophy Committee weekly meetings. Met and spoke with clients in group, individual, and social settings.
Experience
Worked directly with advisors who managed over $100 million AUM at a small RIA. Learned and mastered multiple systems across operations, financial planning, trading and analytics. Familiarized myself with the financial industry and different tendencies of major firms. Sat in on Investment Philosophy Committee weekly meetings. Met and spoke with clients in group, individual, and social settings.
Education
Recently graduated from the University of Colorado- Boulder, within the Leeds School of Business. My degree was in business administration, with a focus on personal financial planning. I took accredited CFP courses and am eligible to sit for the CFP.
Professionals in the same Accounting / Finance sector as Joshua Rowe
Other users who are called Joshua
Jobs near Denver, Denver
-
Adult Psychiatrist
Found in: Jooble US O C2 - 3 days ago
WellPower - All External Jobs Denver, CO, United StatesLIFE CHANGING . · You are called to make a difference in the mental health community. We are an industry leading community based mental health and total wellbeing provider located in the beautiful city of Denver, Colorado. · WellPower isn't just a Denver Post Top Workplace ; ...
-
Assistant Project Controls Specialist
Found in: beBee S2 US - 4 weeks ago
Spencer Ogden Englewood, United States:The Assistant Project Controls Specialist will support all aspects of project controls and reporting, including, project change management, cost control, progress measurement, schedule development and schedule control. Assist with developing, implementing and maintaining a cost ...
-
Early Childhood Education Preschool Toddler Teacher
Found in: ZipRecruiter Test10S US C2 - 2 weeks ago
The Goddard School of Denver, CO Denver, United States Full timeBenefits: · Company parties · Competitive salary · Dental insurance · Health insurance · Opportunity for advancement · Paid time off · Training & development · Tuition assistance · Vision insurance · At The Goddard School, children are encouraged to develop at their own pace in a ...