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Josef Waltenbaugh

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Josef Waltenbaugh

VP of Advisor Success | Signal Advisors

Detroit, Michigan, United States

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Josef Waltenbaugh

Summary

Josef Waltenbaugh is a seasoned finance professional with a robust background in corporate finance, economics, and strategic financial planning. Currently serving as the VP of Advisor Success at Signal Advisors, he leverages his extensive experience in the financial services industry to drive advisor performance and success. With a history of leadership roles, including co-founding a tech startup, he combines financial acumen with entrepreneurial spirit. His experience spans various sectors, including depository banking and investment advisory, providing him with a unique perspective on financial strategies. Josef is passionate about empowering financial advisors and enhancing client relationships through innovative approaches. He holds a Bachelor of Arts in Economics from the University of Michigan, underscoring his strong academic foundation in the field. Outside of work, he is likely to be involved in mentoring emerging finance professionals, reflecting his commitment to leadership development.

General

Specialist

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Emerging Technologies

Innovation

Organisational experience

Corporate Experience

Startup Experience

Josef Waltenbaugh

Work Experience

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VP of Advisor Success at

Signal Advisors

December 2020 - Present

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VP of Coaching at

Signal Advisors

January 2020 - December 2020

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Investment Adviser Representative at

Kelly Capital Partners of Michigan

February 2013 - December 2019

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EVP, Business Development at

RetireUp

August 2017 - September 2019

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Co-Founder & COO at

August 2012 - January 2018

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Financial Representative at

Northwestern Mutual

May 2012 - February 2013

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Financial Representative Intern at

Northwestern Mutual

May 2011 - May 2012

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Josef Waltenbaugh

Education

University of Michigan, Bachelor Of Arts (Ba)

January 2008 - January 2012

Frequently Asked Questions about Josef Waltenbaugh

What is Josef Waltenbaugh email address?

Josef Waltenbaugh's primary email address is *****************@signaladvisors.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Josef Waltenbaugh work for?

Josef Waltenbaugh is a VP of Advisor Success at Signal Advisors, a company specializing in Monetary Authorities-Central Bank.

Where Josef Waltenbaugh graduated from?

Josef Waltenbaugh holds a degree in Economics from University of Michigan.

How can I directly contact Josef Waltenbaugh?

To contact Josef Waltenbaugh directly, you can use the email address *****************@signaladvisors.com. Complete contact information is available upon registration with Muraena.

Who is Josef Waltenbaugh?

Josef Waltenbaugh is a seasoned finance professional with a robust background in corporate finance, economics, and strategic financial planning. Currently serving as the VP of Advisor Success at Signal Advisors, he leverages his extensive experience in the financial services industry to drive advisor performance and success. With a history of leadership roles, including co-founding a tech startup, he combines financial acumen with entrepreneurial spirit. His experience spans various sectors, including depository banking and investment advisory, providing him with a unique perspective on financial strategies. Josef is passionate about empowering financial advisors and enhancing client relationships through innovative approaches. He holds a Bachelor of Arts in Economics from the University of Michigan, underscoring his strong academic foundation in the field. Outside of work, he is likely to be involved in mentoring emerging finance professionals, reflecting his commitment to leadership development.

Josef`s contact details

mail

*****************@signaladvisors.com

Colleagues

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Patrick Kelly

Co-Founder and CEO

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Ryan Heath

President & Founding Advisor

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Josh Gentry

Senior Vice President

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Lindsay Lingo

VP of Wealth Operations

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Cfp Peter Lofgren

VP, Life Insurance

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Kevin O'hara

Co-Founder & CTO

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John Larose

VP of Finance & Operations

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Veronica Leduc Esq Crcp

Chief Compliance Officer & Senior Associate Counsel

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Ally Oakes

VP of Advisor Success

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