Bio
Experience
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United States
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Financial Services
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1 - 100 Employee
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VP, Sales Director
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Jan 2022 - Present
Helping investment boutiques growStory-led sales and marketing = $30B+ in AUM for boutiques⭐ ⭐ ⭐ Enrollment in our membership community NOW OPEN Application window closes 5/21 Only 30 spots availableRequest an application: havenercapital.com/collective - - - - 𝘏𝘢𝘷𝘦𝘯𝘦𝘳 𝘊𝘢𝘱𝘪𝘵𝘢𝘭 𝘗𝘢𝘳𝘵𝘯𝘦𝘳𝘴 𝘪𝘴 𝘢𝘯 𝘐𝘯𝘴𝘵𝘪𝘵𝘶𝘵𝘪𝘰𝘯𝘢𝘭 𝘋𝘪𝘷𝘪𝘴𝘪𝘰𝘯 𝘰𝘧 𝘊𝘰𝘮𝘱𝘢𝘴𝘴 𝘚𝘦𝘤𝘶𝘳𝘪𝘵𝘪𝘦𝘴. 𝘚𝘦𝘤𝘶𝘳𝘪𝘵𝘪𝘦𝘴 𝘰𝘧𝘧𝘦𝘳𝘦𝘥 𝘵𝘩𝘳𝘰𝘶𝘨𝘩 𝘊𝘰𝘮𝘱𝘢𝘴𝘴 𝘚𝘦𝘤𝘶𝘳𝘪𝘵𝘪𝘦𝘴 𝘊𝘰𝘳𝘱𝘰𝘳𝘢𝘵𝘪𝘰𝘯, 𝘔𝘦𝘮𝘣𝘦𝘳 𝘍𝘐𝘕𝘙𝘈/𝘚𝘐𝘗𝘊; 50 𝘉𝘳𝘢𝘪𝘯𝘵𝘳𝘦𝘦 𝘏𝘪𝘭𝘭 𝘖𝘧𝘧𝘪𝘤𝘦 𝘗𝘢𝘳𝘬, 𝘚𝘶𝘪𝘵𝘦 105, 𝘉𝘳𝘢𝘪𝘯𝘵𝘳𝘦𝘦, 𝘔𝘈, 02184; 𝘛: 781-535-6083Josh Walker is 𝘢 𝘙𝘦𝘨𝘪𝘴𝘵𝘦𝘳𝘦𝘥 𝘙𝘦𝘱𝘳𝘦𝘴𝘦𝘯𝘵𝘢𝘵𝘪𝘷𝘦 𝘰𝘧 𝘊𝘰𝘮𝘱𝘢𝘴𝘴 𝘚𝘦𝘤𝘶𝘳𝘪𝘵𝘪𝘦𝘴 𝘊𝘰𝘳𝘱𝘰𝘳𝘢𝘵𝘪𝘰𝘯, 𝘢 𝘍𝘐𝘕𝘙𝘈 𝘨𝘦𝘯𝘦𝘳𝘢𝘭 𝘴𝘦𝘤𝘶𝘳𝘪𝘵𝘪𝘦𝘴 𝘣𝘳𝘰𝘬𝘦𝘳 / 𝘥𝘦𝘢𝘭𝘦𝘳.
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Sales Director
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Apr 2018 - Jan 2022
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NorthStar Securities, LLC
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Greater Denver Area
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Regional Sales Consultant
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Nov 2017 - Mar 2018
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Greater Denver Area
Acquired
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National Planning Holdings (NPH)
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Denver, Colorado
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Advisory Consultant
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Mar 2017 - Nov 2017
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Denver, Colorado
Acquired
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Geneva Advisors
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Orlando, Florida Area
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Southeast Regional Director
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May 2015 - Mar 2017
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Orlando, Florida Area
Acquired
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CNL Securities Corp.
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Orlando, Florida Area
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Internal Wholesaler
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Mar 2014 - May 2015
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Orlando, Florida Area
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BrightScope
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Greater San Diego Area
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Client Success Consultant
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Nov 2012 - Mar 2014
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Greater San Diego Area
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Morgan Stanley
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Greater New York City Area
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Financial Analyst
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Jul 2008 - Jun 2011
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Greater New York City Area
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Education
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2004 - 2008Florida State University
Bachelor of Science (BS), Finance
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