Joshua Weinstein
Certified Financial Planner at Weinstein Financial Group
Based in Middletown, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Middletown
Industry
—
Company size
1
Contact information
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j•••••••@weinsteinfinancialgroup.com
Phone
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Background
About Joshua Weinstein
I am a senior consulting and business development professional with more than 20 years of experience. I am committed to providing superior client service and strategic financing solutions that increase portfolio growth and adds significant value. With comprehensive product knowledge, and an extensive network of hedge funds, finance companies, banks, private investors and credit unions, I can add measurable value to your organization. Please note that I provide free consultations and have a successful history of exceeding client expectations. Proficient in Cloud Computing, Firewalls, Anti-Virus, Malware, Anti Malware, Intrusion Detection and Prevention, Penetration Testing, SQL Injection, Red Team Testing, Big Data, SIEM Expertise Includes: Consulting, Client Relations, Business Development, Sales Cycle Management, Vendor Relations, Capital Management & Cash Flow Solutions, Business Development, Client Relations, Sales, Process Improvement, Territory Management, Project Management, Team Leadership, Contract Management, Negotiations. CFP. Financial Industry Regulator Authority (FINRA) Series 7, 6, 63, 65 Licensed Life & Health Insurance Agent, State of Colorado Numerous baking certifications; Anti Money Laundering, Bank Secrecy Act, various Banking Regulations, and more.
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