Joel Wood
Finance Manager at IntroLend™- Claim this Profile
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Bio
Experience
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IntroLend™
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United States
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Information Technology & Services
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1 - 100 Employee
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Finance Manager
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Feb 2023 - Present
Colorado Springs, Colorado, United States
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New American Funding
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United States
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Financial Services
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700 & Above Employee
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Business Development Manager
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Aug 2020 - Feb 2023
Castle Rock, Colorado, United States
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Client Relationship Manager
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Apr 2018 - Jan 2020
Greater Denver Area
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Fidelity Investments
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United States
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Financial Services
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700 & Above Employee
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Client Relationship Manager Team Lead
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Jun 2017 - Sep 2017
Denver, Colorado
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Sr. Investment Solutions
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Sep 2013 - Jun 2017
Denver, CO Build and expand client relationships by identifying needs and offering customized Fidelity investment solutions based on in-depth knowledge of products and services.
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Missionary Support
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Jan 2013 - Sep 2013
Granada, Spain Supported missionary staff in developing vision and tactical plan for opening a ministry cafe.
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T. Rowe Price
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United States
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Financial Services
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700 & Above Employee
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Retirement Specialist
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May 2008 - Jan 2013
Colorado Springs, CO Licensed professional specializing in promoting, presenting, and building customized, corporate retirement solutions both locally and nationwide.
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Deluxe
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United States
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Financial Services
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700 & Above Employee
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Inbound Sales Consultant
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Oct 2007 - May 2008
Colorado Springs, CO High-performing sales representative intent on identifying, meeting, and anticipating client needs and expectations.
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Sherwin-Williams
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United States
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Chemical Manufacturing
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700 & Above Employee
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Inside Sales and Delivery Manager
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Feb 2006 - Oct 2007
Colorado Springs, CO Business-to-business liaison with supervisory authority and exemplary reviews.
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Education
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University of Colorado Colorado Springs
Bachelor of Arts (BA), History, Geography, Special Education, Leadership Studies