Joe Theissen Jr.
Commercial Sales Manager at Atlanta Peach Movers- Claim this Profile
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Bio
Rob Tamburri, CPA/PFS
I would recommend Joe Theissen for any management position in the investment mangement arena. Joe provides a unique knowledge and background in this business which was an incredible asset in fund manager selection and strategic asset allocation modeling. Name a manager and Joe can tell you where they have been, why they left and what they are known for- the good and the bad. When you value real world experience vs academics I would hire Joe.
Rob Tamburri, CPA/PFS
I would recommend Joe Theissen for any management position in the investment mangement arena. Joe provides a unique knowledge and background in this business which was an incredible asset in fund manager selection and strategic asset allocation modeling. Name a manager and Joe can tell you where they have been, why they left and what they are known for- the good and the bad. When you value real world experience vs academics I would hire Joe.
Rob Tamburri, CPA/PFS
I would recommend Joe Theissen for any management position in the investment mangement arena. Joe provides a unique knowledge and background in this business which was an incredible asset in fund manager selection and strategic asset allocation modeling. Name a manager and Joe can tell you where they have been, why they left and what they are known for- the good and the bad. When you value real world experience vs academics I would hire Joe.
Rob Tamburri, CPA/PFS
I would recommend Joe Theissen for any management position in the investment mangement arena. Joe provides a unique knowledge and background in this business which was an incredible asset in fund manager selection and strategic asset allocation modeling. Name a manager and Joe can tell you where they have been, why they left and what they are known for- the good and the bad. When you value real world experience vs academics I would hire Joe.
Experience
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Atlanta Peach Movers
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United States
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Truck Transportation
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1 - 100 Employee
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Commercial Sales Manager
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Feb 2023 - Present
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Buckhead Movers
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United States
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Truck Transportation
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Senior Commercial Account Executive
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Mar 2022 - Feb 2023
Division of Bulldog Movers/ Duel Role Division of Bulldog Movers/ Duel Role
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Bulldog Movers
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United States
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Truck Transportation
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1 - 100 Employee
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Senior Commercial Account Executive
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Mar 2022 - Feb 2023
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Commercial Account Executive
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Feb 2020 - Mar 2022
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UPS
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United States
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Truck Transportation
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700 & Above Employee
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PVD
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Nov 2019 - Jan 2020
Work on Peak Season retail deliveries utilizing personal vehicle to provide timely package deliveries and exceptional service. Assist drivers with route commitments. Full availability. Work on Peak Season retail deliveries utilizing personal vehicle to provide timely package deliveries and exceptional service. Assist drivers with route commitments. Full availability.
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Senior Sales Consultant, Internet Sales Manager, Business Development Center Director
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Aug 2012 - Oct 2019
Handled multiple areas in the auto sales industry. Internet Sales Manger, Director of Business Development Center, and the front lines of auto sales. Phone calls, emails, marketing strategies, coaching, managing employees, negotiations, and presentations. Handled multiple areas in the auto sales industry. Internet Sales Manger, Director of Business Development Center, and the front lines of auto sales. Phone calls, emails, marketing strategies, coaching, managing employees, negotiations, and presentations.
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Merrill Lynch
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United States
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Financial Services
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700 & Above Employee
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Merrill Edge Advisory
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Nov 2010 - Jun 2011
* Ranked 1st in Core II Segment Jacksonville and 2nd Core ll Segment nationally for production credits in April 2011 * Ranked 1st in Core ll Segment Jacksonville for production credits in May 2011 * Ranked 1st in Core II Segment Jacksonville and 2nd Core ll Segment nationally for production credits in April 2011 * Ranked 1st in Core ll Segment Jacksonville for production credits in May 2011
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Morgan Stanley
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United States
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Financial Services
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700 & Above Employee
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Wealth Management
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Aug 2008 - Nov 2009
1-year contract position as a Financial Advisor. 1-year contract position as a Financial Advisor.
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GV Capital Management
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Spain
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Financial Services
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1 - 100 Employee
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Senior Investment Analyst/Portfolio Manager
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Nov 2006 - Apr 2008
Co-Head of Investment Committee for $800 million dollar portfolio. Conducted all due-diligence on money managers and report quarterly and annual performance characteristics .Recommended asset allocation strategies and money managers for client portfolios. Constructed portfolio recommendations for a team of advisors and their clients and prospects. Presented quarterly updates for compliance, advisors, and staff. Designed and constructed investment presentation materials for advisors and staff. Researched for white papers on different investment concepts. Assist department head with improved trading and due-diligence procedures. Monitored multiple markets and research reports and update department on current trends. Provided expert opinion and analysis as requested by the advisor team. Developed procedures and screens for money manager selection. Assisted manager with research and topics for CNBC TV appearances. Quoted in SmartMoney.Com and CBSradio.com Show less
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Bank of America
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United States
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Banking
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700 & Above Employee
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Senior Financial Consultant/ Vice President- Investments
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Dec 2001 - Aug 2005
Responsible for managing all investment advisory services for two bank branches with over $160 million in deposits. Trained branch staff on investment products and procedures.Managed client investment portfoios for retail accounts. Selected Accomplishments: *Increased branch’s investment revenue by 266% and 400% respectively. *Awarded company and vendor incentive trips and bonuses for performance. Responsible for managing all investment advisory services for two bank branches with over $160 million in deposits. Trained branch staff on investment products and procedures.Managed client investment portfoios for retail accounts. Selected Accomplishments: *Increased branch’s investment revenue by 266% and 400% respectively. *Awarded company and vendor incentive trips and bonuses for performance.
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Prudential Securities
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United States
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Banking
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1 - 100 Employee
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Vice President-Investments
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Jul 1996 - Dec 2001
Developed and managed a successful wealth management business specializing in clients with assets in excess of $250,000. Selected Accomplishments: *Promoted to Vice President of Investments by generating over $1 million dollars in production credits in a 36- month time frame. *Selected to attend The Quantum Portfolio Program in Boston, MA *Developed technical trading strategies for aggressive traders. Developed and managed a successful wealth management business specializing in clients with assets in excess of $250,000. Selected Accomplishments: *Promoted to Vice President of Investments by generating over $1 million dollars in production credits in a 36- month time frame. *Selected to attend The Quantum Portfolio Program in Boston, MA *Developed technical trading strategies for aggressive traders.
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Financial Advisor
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Jul 1993 - Jul 1996
*Graduated from PDP training program 8 months early. *Mentored by a "Barron's Top 10 Financial Advisor". *Graduated from PDP training program 8 months early. *Mentored by a "Barron's Top 10 Financial Advisor".
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Education
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Atlanta PowerCore-Buckhead
Business referral networking and training group -
The Sales Rebellion
Dale Dupree's Rebel Sales Training -
The Ed Katz System of Commercial Estimating
Vlogs, Tips, and Techniques, Commercial Moving Estimating -
Advanced Sales & Marketing Seminars
Investments, Securities, and Sales -
University of Georgia - Terry College of Business
Bachelor of Business Administration - BBA, Marketing -
Fairfield College Preparatory School
Highschool, Advanced Courses