Joshua Wichman is a qualified professional, working in Fifth Third Private Bank as a Vice President, Portfolio Manager from 2019. This person gained professional experience in more than 14 positions at various companies. Joshua Wichman went to the Fisher College and received education there from 2008 to 2010. Joshua Wichman has such professional qualifications as Cfp Board, License 253308, License 253308, and Certified Financial Planner (Tm) Practitioner. Evansville, Indiana is the city, where this expert was lastly known to be located. This person's phone and email are easily accessed through this website by request.
Name variants:
Joshuah Wichman,
Josh Wichman
Last updated May 29, 2024
Contact Information
Last Update
Jul 12, 2022
Email
xa**@fuse.net
Location
Evansville, IN
Company
Fifth Third Private Bank
Workplace
Vice President, Portfolio Manager
Work History
Wealth Manager
620 Newport Center Dr SUITE 500, Newport Beach, CA 92660
from Dec 2017
Wealth Planner
601 north Cross Pointe Blvd, Evansville, IN 47715
Payne Wealth Partners is a fee-only registered investment advisor, operating to a fiduciary standard. We are compensated exclusively by our clients for the services we provide. We take a tho...
Apr 1, 2014 — Dec 2017
Substitute Teacher
Cincinnati, OH
Aug 2003 — Jun 2006
Education
2008 — 2010
1997 — 2001
Occupations
Executive
Vice President
Financial Broker
Portfolio Manager
Accountant
Finance and Accounting Specialist
Manager
Chief Executive
Investment Analyst
Financial Analyst
Accounting Bookkeeper
Bookkeeper
Operations Manager
Skills
Strategic Financial Planning
Management
Leadership
Finance
Financial Modeling
Risk Management
Analysis
Data Analysis
Financial Planning
Process Improvement
Financial Analysis
Portfolio Management
Financial Advisory
Business Process Improvement
Microsoft Excel
Asset Allocation
Investment Management
Investment Strategies
Wealth Management Services
Estate Planning
Retirement Planning
Constructive Feedback
FAQs about Joshua Wichman
What is the main profession of Joshua Wichman?
Joshua Wichman is a Vice President, Portfolio Manager.
What jobs is Joshua a professional at?
Joshua Wichman is proficient at Executive and Vice President jobs.
Where does Joshua Wichman currently live?
Evansville, Indiana is the place where Joshua Wichman lives
Does the expert have the email address?
xa**@fuse.net is Joshua's email address.
How many companies did Joshua Wichman work at?
The professional worked at 14 jobs.
Where has Joshua Wichman studied?
Joshua studied at the Fisher College from 2008 to 2010.
Are there any professional certifications Joshua Wichman has?
The professional received the following certifications: Cfp Board, License 253308, License 253308, Certified Financial Planner (Tm) Practitioner, and Giving and Receiving Feedback.
Are there any professional industries, that Joshua Wichman works in?
This professional works in Financial Services industry.