Joe Hogan
Vice President - Financial Consultant at Charles Schwab
Based in Kansas City, United States
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Seniority
Vp
Department
Finance & Accounting
Location
Kansas City
Industry
Financial Services
Company size
34K
Contact information
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j•••••••@schwab.com
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Background
About Joe Hogan
With over 24 years of experience in the financial services industry, I am a seasoned senior sales associate at American Century Investments, a global asset management firm with over $200 billion in assets under management. I hold the Institutional Certified 401(k) Professional (iC(k)P) designation, which demonstrates my knowledge and expertise in the retirement plan market. My mission is to provide institutional clients with tailored investment solutions that meet their needs and objectives, while adhering to the highest ethical standards. I proactively prospect and cross-sell professional buyers across the entire United States and Canada, leveraging my strong relationships and communication skills. I also collaborate with various internal teams, such as operations, compliance, analytics, product management, and portfolio management, to enhance the sales process and deliver exceptional service. Through my disciplined and strategic approach, I have consistently exceeded my sales goals and contributed to the growth and success of American Century Investments.
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