Since 2019, Joseph Arant has been working in Better Business Bureau of Southern Colorado based 279, 279. Joseph is an experienced Director of Business Relation with over 29 years of work experience. According to Joseph's resume and work profile, the professional has worked at more than 14 companies with diverse backgrounds and gained various skills. Joseph attended school at the University of Colorado Boulder from 1983 to 1988. Joseph Arant can be found in Boulder, Colorado – where the professional currently lives. You can search for Joseph's phone number and email. We can also provide you detailed contact information upon request.
Name variants:
Jozeph Arant,
Joe Arant,
Joey Arant,
Jo Arant,
Jos Arant,
Jody Arant,
Guiseppe Arant,
Sepp Arant
Last updated May 26, 2024
Contact Information
Last Update
Jul 12, 2022
Email
jo**@morganstanley.com
Location
Boulder, CO
Workplace

Director of Business Relation
Colorado Springs, CO
Industry
Information Services, Business Associations, Business & Trade Organizations
Colleagues
Work History
Director of Business Relation
25 north Wahsatch Ave, Colorado Springs, CO 80903
from Oct 2019
Relationship Manager
100 east Pratt St, Baltimore, MD 21202
SENIOR RELATIONSHIP MANAGER | T. ROWE PRICE | OCT 2017
CURRENT
Responsible for building trust and managing a territory of High Net Worth Clients with $1 mm+ in AUM
Obtaining Charter Reti...
Oct 2017 — Mar 2018
Senior Wealth Advisor
7035 Campus Dr SUITE 910, Colorado Springs, CO 80920
SENIOR WEALTH ADVISOR | 7300 WEALTH MANAGEMENT | April 2017
October 2017
Growing the asset base of a Registered Investment Advisory firm
Providing experience and leadership with Cash Bal...
Apr 2017 — Oct 2017
Financial Advisor
1 north Jefferson Ave St, Louis, MO
FINANCIAL ADVISOR | WELLS FARGO ADVISORS | AUGUST 2013
MAY 2017
Built relationships with High Net Worth families helping them achieve their financial goals
Customized retirement and char...
Aug 2013 — May 2017
Financial Advisor
1585 Broadway, New York, NY 10003
Financial Advisor at Morgan Stanley Wealth Management
from Sep 1, 2009
Financial Advisor
1585 Broadway, New York, NY 10003
FINANCIAL ADVISOR | MORGAN STANLEY | SEPTEMBER 2009
AUGUST 2013
Developed client base from $0 to over $22 million during my tenure
Educated and rolled over assets with over 100 participa...
Sep 2009 — Aug 2013
Financial Advisor
5333 north Union Blvd, Colorado Springs, CO 80918
FINANCIAL ADVISOR | ENVOY FINANCIAL | MAY 2006 - SEPTEMBER 2009
Advised more than 500 Corporate Retirement Plans and executed rollovers
Served as interim manager and shaped financially pr...
May 2006 — Sep 2009
Financial Advisor
200 Park Ave, New York, NY 10016
FINANCIAL ADVISOR | METLIFE | JUNE 2004 - MAY 2006
Mastered key relationship management skills with clients in emotional crisis
Championed new product solutions for clients and prospects
...
Jan 2004 — May 2006
Financial Advisor
880 Blue Gentian Rd SUITE 170, Eagan, MN 55121
With over 19 years of Financial Services expertise, I have created more than 700 retirement plans and worked with more than 500 individuals in my career. My goal is to help people with ongoi...
from Jul 2000
Charitable Advisor
103 Continental Pl, Brentwood, TN 37027
Charitable Advisor | National Community Foundation | May 2000 - June 2004
Seminar Director educating to large teams of Financial Advisors, CPAs, Estate Planning Attorney
s
and Insurance ...
May 2000 — May 2004
Vice President of National Accounts
As Vice President of National Accounts, I serviced all major national accounts and distributors in the Contemporary Christian Music Industry. Also, acted as Regional Sales Supervisor for par...
Dec 1997 — May 2000
Vice President of Sales
As VP of Sales, I hired, trained and managed a field sales and internal phone sales team, set goals, created projections, planned and implemented sales plans and conferences and created sale...
Jul 1994 — Dec 1997
Field Sales Executive
101 Winners Cir north, Brentwood, TN 37027
Worked my way up from an unpaid intern to an entry level phone sales position. Within one year, I was a Phone Sales Supervisor. Then a year later, became a Field Sales Executive and traveled...
Jan 1989 — Jul 1994
Education
Occupations
Executive
Director
Marketer
Advertising Professional
Advisor
Operations Manager
Advertising Sales Agent
Skills
Retirement Planning
Financial Advisory
Mutual Funds
Estate Planning
Sales
Investments
Wealth Management
Portfolio Management
Relationship Management