Roles & Responsibilities: In his role within the Cambridge Wealth Strategies Practice Group, Josh is an Account Manager on Team Cornwell. He is responsible for managing the underwriting process, opening new client life insurance and investment accounts, running investment proposals & reviews, preparing current investment account reviews and assisting clients with specific requests, questions and needs.
CCG Team Member Since: August 2016
Education and Certifications:
- Michigan State University, Bachelor of Arts Finance
- Licensed Life, Accident and Health Insurance Agent – MI
Personal Interests: Josh enjoys playing the guitar, photography, and riding motorcycles.