Joshua Moscov
Partner and Financial Advisor at Heritage Financial Services- Claim this Profile
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Bio
Dena Mashburn
It is both a pleasure and an educational experience to work with Josh. Josh strives to do what is best for the customer, his employees, and the company. It requires someone who genuinely cares about the best interest of all parties involved to be able to strike that balance. Josh is a true leader and an asset to our organization.
Randy Burns
Josh brings a tremendous amount of experience, industry knowledge and business accumen to the table which gives him the unique abilty to create a win-win atmosphere in the solution definition and negotiation processes, protecting the company where needed while showing the customer that he also has their best interests in mind.
Dena Mashburn
It is both a pleasure and an educational experience to work with Josh. Josh strives to do what is best for the customer, his employees, and the company. It requires someone who genuinely cares about the best interest of all parties involved to be able to strike that balance. Josh is a true leader and an asset to our organization.
Randy Burns
Josh brings a tremendous amount of experience, industry knowledge and business accumen to the table which gives him the unique abilty to create a win-win atmosphere in the solution definition and negotiation processes, protecting the company where needed while showing the customer that he also has their best interests in mind.
Dena Mashburn
It is both a pleasure and an educational experience to work with Josh. Josh strives to do what is best for the customer, his employees, and the company. It requires someone who genuinely cares about the best interest of all parties involved to be able to strike that balance. Josh is a true leader and an asset to our organization.
Randy Burns
Josh brings a tremendous amount of experience, industry knowledge and business accumen to the table which gives him the unique abilty to create a win-win atmosphere in the solution definition and negotiation processes, protecting the company where needed while showing the customer that he also has their best interests in mind.
Dena Mashburn
It is both a pleasure and an educational experience to work with Josh. Josh strives to do what is best for the customer, his employees, and the company. It requires someone who genuinely cares about the best interest of all parties involved to be able to strike that balance. Josh is a true leader and an asset to our organization.
Randy Burns
Josh brings a tremendous amount of experience, industry knowledge and business accumen to the table which gives him the unique abilty to create a win-win atmosphere in the solution definition and negotiation processes, protecting the company where needed while showing the customer that he also has their best interests in mind.
Credentials
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Series 66
Financial Industry Regulatory Authority (FINRA) -
Series 7
Financial Industry Regulatory Authority (FINRA)
Experience
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Heritage Financial Services
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United States
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Financial Services
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1 - 100 Employee
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Partner and Financial Advisor
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Mar 2014 - Present
Specializing in retirement planning, personal investing and helping clients plan for education expenses. Series 7 and Series 66 registered. This communication is strictly intended for individuals residing in the states of CA, CO, CT, FL, GA, IL, IN, MA, MD, ME, NC, NE, NY, OH, OR, PA, SC, TX, VA, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Securities and advisory services offered through Commonwealth Financial Network®, Member www.FINRA.org/www.SIPC.org, a Registered Investment Adviser. Heritage Financial Services, 179 Sully's Trail, Suite 304, Pittsford, NY 14534. Phone - (585) 419-8399. Please see our Terms of Use here: www.commonwealth.com/termsofuse.html. Show less
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Vice President, Sales
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Jan 2012 - Feb 2014
Responsible for leading the print solution account management, direct and channel sales teams in North America. Pharos offers mindful print solutions, including software, hardware, and related services to large businesses, hospitals, universities, and government agencies. Pharos solutions reduce printing volume, secure print environments, and help customers create a culture of responsible printing. Responsible for leading the print solution account management, direct and channel sales teams in North America. Pharos offers mindful print solutions, including software, hardware, and related services to large businesses, hospitals, universities, and government agencies. Pharos solutions reduce printing volume, secure print environments, and help customers create a culture of responsible printing.
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PAETEC
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United States
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Telecommunications
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Senior Director, Sales and Business Operations
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Nov 2000 - Dec 2011
A member of the leadership team for PAETEC's PINNACLE division. Executive oversight for sales, post-sales support, BPO / managed services and Business Operations. The PINNACLE solution is an enterprise software and managed solution specifically in the area of Telecom Expense Management (TEM) and IT Business Service Management (BSM). PINNACLE serves the worlds largest IT organizations in Government, education, healthcare, financial services and multinational Fortune 500's. Specific sales responsibilities included strategic sales leadership for the national sales organization, business development, channel management, pre-sales solution engineering, account management and contract negotiations. Specific operational areas of responsibility included management of all PINNACLE strategic partnerships, global customer service, managed service delivery operations, organizational compliance and P&L oversight. My teams focused on solution selling, win-win partnerships, providing premier customer service and a passion for quality. Show less
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Veramark
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Retail
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1 - 100 Employee
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Strategic Account Executive
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Jan 1998 - Oct 2000
International Software Sales (Europe and Africa) International Software Sales (Europe and Africa)
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Sprint PSC
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United States
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Hospitals and Health Care
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Account Executive
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1996 - 1998
Responsible for the launch of a new Wireless technology (PCS). Marketed personal wireless solutions to the financial and realestate markets. Responsible for the launch of a new Wireless technology (PCS). Marketed personal wireless solutions to the financial and realestate markets.
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Education
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1990 - 1994
Bryant University
BS, Marketing -
Brighton High School
Community
