Josef Ghaussy

Manager of Investment Services at HUB International Great Plains
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Contact Information
us****@****om
(386) 825-5501
Location
US
Languages
  • English Native or bilingual proficiency
  • Dari (Farsi) Native or bilingual proficiency
  • French Limited working proficiency
Skills

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Bio

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Credentials

  • Series 66
    FINRA
    Apr, 2019
    - Oct, 2024
  • Series 7
    FINRA
    Oct, 2018
    - Oct, 2024
  • Bloomberg Market Concepts
    Drake University
    Mar, 2018
    - Oct, 2024
  • Morngingstar Direct Certification
    All Star Financial
    May, 2017
    - Oct, 2024

Experience

  • HUB International Insurance - Great Plains
    • United States
    • Insurance
    • 100 - 200 Employee
    • Manager of Investment Services
      • Aug 2022 - Present

    • Client Service Specialist
      • May 2020 - Aug 2022

    • Investment Administrator
      • Jul 2018 - May 2020

  • Gremler Financial Group
    • Financial Services
    • 1 - 100 Employee
    • Finance Intern
      • Oct 2017 - Feb 2018

      Work on daily and weekly tasks such as asset allocations and preparing review materials, using Excel, Word, Salesforce, Smartworks, Morningstar, Money Guide Pro, and Albridge for financial advisors and analysts. Learned how to perform a review meeting by sitting in on client review meetings with advisors. Setup client account conversions for advisors and paraplanners. Work on daily and weekly tasks such as asset allocations and preparing review materials, using Excel, Word, Salesforce, Smartworks, Morningstar, Money Guide Pro, and Albridge for financial advisors and analysts. Learned how to perform a review meeting by sitting in on client review meetings with advisors. Setup client account conversions for advisors and paraplanners.

  • All Star Financial
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Financial Advisor Intern
      • May 2017 - Aug 2017

      Run reports for investment analysts using Morningstar and Excel. Help financial advisors prep for meetings by running reports in Salesforce, Money Guide Pro, Fidelity Weathscape, and Black Diamond. Meet with clients to update them on their 401(k) plans, IRA’s, and report portfolio performance. Meet with potential new business partners to discuss their firm and their performance. Run reports for investment analysts using Morningstar and Excel. Help financial advisors prep for meetings by running reports in Salesforce, Money Guide Pro, Fidelity Weathscape, and Black Diamond. Meet with clients to update them on their 401(k) plans, IRA’s, and report portfolio performance. Meet with potential new business partners to discuss their firm and their performance.

  • Wellmark Blue Cross and Blue Shield
    • United States
    • Insurance
    • 700 & Above Employee
    • Finance Intern
      • May 2016 - Aug 2016

      Worked on the individual fully insured billing and cash teams. Process refunds using TriZetto Facets. Take scanned copies of documents and enter them into a program called Kovis for company records. Working on daily and weekly reports using Microsoft Excel, Microsoft Word, Microsoft Compass, and TriZetto Facets. Worked on the individual fully insured billing and cash teams. Process refunds using TriZetto Facets. Take scanned copies of documents and enter them into a program called Kovis for company records. Working on daily and weekly reports using Microsoft Excel, Microsoft Word, Microsoft Compass, and TriZetto Facets.

  • L.L.Bean
    • United States
    • Retail
    • 700 & Above Employee
    • Cashier, Sales Representative, and Warehouse
      • Oct 2012 - Sep 2015

      Assist customers with any questions or concerns; Inform customers of any products or promotions; Sell merchandise to customers through a cashier; Assist with floor sets, organizing merchandise, and taking inventory Assist customers with any questions or concerns; Inform customers of any products or promotions; Sell merchandise to customers through a cashier; Assist with floor sets, organizing merchandise, and taking inventory

Education

  • Drake University
    Majors: International Business & Finance; Minor: Economics, Corporate Finance Track & European Studies/Civilization Concentration
    2014 - 2018
  • Institut catholique de Paris
    Study Abroad, Sophomore
    2015 - 2015
  • Barrington High School
    High School/Secondary Diplomas and Certificates
    2010 - 2014

Community

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