Joseph Shenk, ChFC®

Financial Advisor at Weaver Insurance & Financial Advisors
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Contact Information
us****@****om
(386) 825-5501
Location
Waynesboro, Virginia, United States, US
Languages
  • English -
Skills

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Bio

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Credentials

  • Chartered Financial Consultant
    The American College of Financial Services
    Aug, 2014
    - Nov, 2024

Experience

  • Weaver Insurance & Financial Advisors
    • United States
    • Insurance
    • 1 - 100 Employee
    • Financial Advisor
      • Oct 2011 - Present

      My responsibilities include retirement income planning, investment advising, comprehensive financial plans, and providing advice for asset allocation strategies. My responsibilities include retirement income planning, investment advising, comprehensive financial plans, and providing advice for asset allocation strategies.

  • Everence Financial
    • United States
    • Financial Services
    • 200 - 300 Employee
    • Investment Advisor Representative
      • May 2005 - Nov 2011

      My responsibilities included retirement planning, investment management, and insurance planning with both existing and new clients. I was tasked with growing and managing $16M in assets, and I worked with both retail and institutional clients. I used Financial Profiles planning software to create over 200 retirement investment plans for clients. I secured my life, health, and long-term care insurance licenses, as well as my series 6, series 7, series 65, and series 63 investment licenses as well. I was nominated twice for New Counselor of the Year, and I began training for my ChFC® designation. Show less

  • Rosetta Stone
    • United States
    • Software Development
    • 400 - 500 Employee
    • Sales Manager
      • Oct 2002 - Oct 2004

      I grew nonprofit and library sales over a six-month time period by 70%, and grew international corporate sales by 345% in 2004 over 2003 sales.

    • Account Executive
      • Jun 2000 - Oct 2002

      I sold over $200,000 new online renewable language services in less than nine months to companies around the world for Rosetta Stone. I also achieved two promotions within a two-year time period from Sales and Marketing Support to Account Executive to Sales Manager, and I managed a tech development project of Library Online Language Learning Centers .

Education

  • The American College
    Chartered Financial Consultant, ChFC®, Investment Advising and Financial Planning
    2006 - 2014
  • Eastern Mennonite University
    Bachelor's degree
    1997 - 2001

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