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Josh Shapiro

Account Executive at Managed Health
Intro Book
Josh Shapiro is a seasoned executive with 9 years of experience in finance, leadership, and sales, holding key roles at Managed Health, Centurion Strategic Advisors, Inc., and REMii Group, Inc., with expertise in strategic planning, business strategy, and wealth accumulation.
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Location
Dunedin, Florida, United States, US
Skills
  • Customer Service
  • Leadership
  • Sales
  • Wealth Accumulation
  • Investments
  • Show all
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Bio

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Josh Shapiro is a seasoned executive with a proven track record in leadership, sales, and wealth accumulation. As Vice President of Corporate Solutions at Centurion Strategic Advisors, Inc., he has driven business growth and expanded corporate solutions for clients. Shapiro's expertise in strategic planning, business strategy, and financial analysis has been instrumental in helping companies lower healthcare costs and achieve financial independence. With a strong background in customer service and trusted advisor relations, Shapiro has built a network of trusted advisors to grow, manage, and protect wealth for high-net-worth clients.

Experience

  • Managed Health
    • Account Executive
      • Mar 2024 - Present

      At Managed Health, we believe in providing a simple solution to remove the complexities, under-utilization, and high cost of healthcare. We help your company lower your healthcare costs while providing your employees with proactive medical care and the peace of mind they deserve.

  • Centurion Strategic Advisors, Inc.
    • Vice President of Corporate Solutions
      • Nov 2022 - Present

  • REMii Group, Inc.
    • Financial Services
    • 1 - 100 Employee
    • Vice President Strategic Partnerships
      • Nov 2019 - Aug 2022

      Responsible for Trusted Advisor relations and expansion opportunities for the fastest-growing boutique wealth-management firm of its kind in the world. Utilizing a vast network of trusted advisors to grow, manage, and protect wealth for the emergent wealth market, business owners, and established high-net-worth clients through creative leveraged strategies while mitigating or eliminating tax-liabilities for long-term tax-advantaged growth.

    • Director Business Development & Trusted Advisor Network
      • Aug 2018 - Nov 2019

  • World Financial Group (WFG)
    • Pinellas County, Florida, United States
    • Associate
      • Mar 2016 - Nov 2020
      • Pinellas County, Florida, United States

      Speaker and coach for financial independence, wealth accumulation and tax avoidance, in helping you reach your personal financial goals for yourself and your family.

  • Management Success!
    • Glendale CA
    • Business Consultant
      • Mar 2017 - May 2018
      • Glendale CA

Education

  • Shuttleworth Academy

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Wealth Management”

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