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Josef Waltenbaugh
Josef Waltenbaugh
VP of Advisor Success | Signal Advisors
Detroit, Michigan, United States
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.
Josef Waltenbaugh
Work Experience
VP of Advisor Success at
Signal Advisors
December 2020 - Present
VP of Coaching at
Signal Advisors
January 2020 - December 2020
Investment Adviser Representative at
Kelly Capital Partners of Michigan
February 2013 - December 2019
EVP, Business Development at
RetireUp
August 2017 - September 2019
Co-Founder & COO at
August 2012 - January 2018
Financial Representative at
Northwestern Mutual
May 2012 - February 2013
Financial Representative Intern at
Northwestern Mutual
May 2011 - May 2012
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
*****************@signaladvisors.com
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