Josh Michael Fudge has been working as a Director of Advisor Services in Shelton Capital Management since 2019. Additionally, this expert has an employment history at more than seven companies in the relevant field. Josh has a total work experience of 17+ years. Josh Michael Fudge studied at the Miami University from 2000 to 2004. Now this expert lives in Denver, Colorado region. Find this professional's actual email address and phone number through our search.
Name variants:
Joshua Fudge
Last updated May 27, 2024
Contact Information
Last Update
Jul 10, 2022
Email
fu**@gmail.com, jo**@gmail.com
Location
Denver, CO
Company
Workplace
Director of Advisor Services
San Francisco, CA
Industry
Investment Management, Open-End Management Investment
Colleagues
Work History
Director of Advisor Services
1875 Lawrence St SUITE 300, Denver, CO 80202
I support, educate, and inform RIAs, Family Offices, Advisors, and Institutions who take a critical approach with how they invest and allocate capital. I learn more than I teach.
from Oct 2019
Cirque Investment Group
Worked with families, business owners, and executives to design and implement plans to improve their financial lives.
Built financial plans focused on tax savings, increasing risk adjusted...
May 1, 2016 — Oct 2019
Director
301 Battery St SUITE 400, San Francisco, CA 94111
External Wholesaler responsible for sales to RIAs, Family Offices, Wirehouse Advisors, and Independent Advisors. Supported coverage of select Home Offices.
Sep 2013 — Mar 2016
Regional Vice President
External Wholesaler
Institutional & Intermediary Distribution
Our team raised over $1B from RIAs, Family Offices, Advisors, and Institutions
Educated Investment Advisors and Allocators o...
Oct 2011 — Sep 2013
Internal Sales Consultant
30 Dan Rd Suite #55932, Canton, MA
Dec 2006 — Sep 2011
Operations Coordinator
250 Mccullough St, Cincinnati, OH 45226
2004 — 2006
Education
2000 — 2004
Occupations
Executive
Director
Advisor
Accountant
Finance and Accounting Specialist
Operations Manager
Accounting Bookkeeper
Bookkeeper
Skills
Series 6
Series 7
Salesforce.com
Investments
Series 63
Asset Allocation
Mutual Funds
Wealth Management
Alternative Investments
Portfolio Management
Securities
Equities
Financial Analysis
Financial Services
Series 65
Asset Management
Sales
FAQs about Josh Michael Fudge
What is the main profession of Josh Michael Fudge?
Josh Michael Fudge is a Director of Advisor Services.
What jobs is Josh Michael Fudge proficient at at?
The expert is a professional such jobs as Executive and Director.
Where does Josh Michael Fudge live?
Josh Michael Fudge lives in Denver, Colorado.
Does Josh have the email address?
fu**@gmail.com and jo**@gmail.com is Josh Michael Fudge's email address.
Where did Josh Michael Fudge work?
Josh worked at Shelton Capital Management, Rbc Wealth Management.
Where has Josh Michael Fudge studied?
Josh studied at the Miami University from 2000 to 2004.
Are there any special industries Josh Michael Fudge works in?
Josh Michael Fudge works in Financial Services industry.
Are there any skills Josh Michael Fudge has?
Josh Michael Fudge has the following skills: Series 6, Series 7, Salesforce.com, Investments, Series 63, Asset Allocation, Mutual Funds, Wealth Management, Alternative Investments, and Portfolio Management.