Josh Doubek is a highly qualified professional, that works in Jpmorgan Chase & Co main office of which is in 4. on the position of Private Client Advisor since 2019. This person has earned professional experience in more than six positions at various companies. Josh Doubek went to the Florida State College at Jacksonville and was studying. This person has the following professional qualifications: Series 7, Series 63, and Series 65. Gainesville, Florida is the city, where this person was lastly known to be settled. This professional's contacts can be accessed through this website by request.
Name variants:
Joshua Doubek
Last updated May 28, 2024
Contact Information
Last Update
Jul 10, 2022
Email
jo**@valic.com, jd**@comcast.net
Location
Gainesville, FL
Company
Workplace
Private Client Advisor
New York, NY
Industry
Financial Services, National Commercial Bank Personal Credit Institution Security Broker/Dealer Mortgage Banker/Correspondent, National Commercial Bank Personal Credit Instn Security Broker/Dealer Mortgage Banker/Corspdnt, National Commercial Bank, Investment Advice, Investors Nec, National Commercial Banks
Colleagues
Work History
Financial Advisor > Registered Representative
Buy and sell stocks, bonds, mutual funds, ETFs, & options; for client accounts
Open retail and retirement accounts for new & existing clients
Assist clients with 401k rollovers and Roth I...
Mar 2014 — Sep 2014
Investment Specialist > Technical Support and Analysis
New York, NY
Troubleshoot website and technical analysis platform
Assist clients with website navigation and research tools
Maintain account security to prevent fraud and unauthorized access
Guide cl...
Jan 2012 — Dec 2013
Smb Technical Support > Static Ip and Quality Control
Philadelphia, PA
Design and maintain multiple SharePoint sites
Static IP reclamation project team lead
Develop and implement training material
Audit work orders to confirm accuracy and increase client sa...
Jul 2007 — Jan 2012
Aviation Ordnance Technician > Team Lead
Utilize technical publications, schematic diagrams, and charts
Perform daily and periodic aircraft inspections via strict guidelines
Troubleshoot mechanical and electrical aircraft system...
Sep 2003 — Jul 2007
Occupations
Advisor
Accountant
Finance and Accounting Specialist
Financial Broker
Financial Consultant
Accounting Bookkeeper
Bookkeeper
Financial Services Professional
Financial Services Sales Agent
Skills
Leadership
Sharepoint Designer
Sharepoint
Insurance
Technical Analysis
Sales
Financial Planning
Networking
Troubleshooting
Customer Satisfaction
Investments
Finance
Process Improvement
Quality Assurance
Strategic Planning
Financial Services
Mutual Funds
Finra
Risk Management
Training
Time Management
Customer Service
Financial Analysis
Project Management
Retirement
Call Centers
FAQs about Josh Doubek
What is the main profession of Josh Doubek?
This professional's job is Private Client Advisor
What jobs is Josh Doubek a professional at?
The expert is a professional such jobs as Advisor.
Where does Josh Doubek currently live?
Gainesville, Florida is the place where Josh Doubek currently lives
Does the professional have the email address?
jo**@valic.com and jd**@comcast.net is Josh's email address.
Where did Josh Doubek work?
Josh Doubek worked at Jpmorgan Chase & Co., Aig Retirement Services.
What education does Josh Doubek have?
Josh studied at the Florida State College at Jacksonville.
Are there any certifications, that Josh Doubek has?
Josh received the following certifications: Series 7, Series 63, Series 65, Life, Health, and Variable Annuity License, and Financial Industry Regulatory Authority (Finra).
What languages does Josh Doubek speak?
Josh Doubek speaks English.