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Joby Frey

Joby frey

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location of Joby FreyCedar Rapids, Iowa, United States
Phone number of Joby FreyView Mobile No.
Followers of Joby Frey861 followers

  • Timeline

  • About me

    Financial Professional at Equitable Advisors

  • Education

    • University of iowa

      2010 - 2014
      Bachelor of business administration (b.b.a.) finance

      Henry B. Tippie College of BusinessEmmitt J. Vaughn Institute of Risk Management

  • Experience

    • Elmcrest country club

      May 2008 - Aug 2011
      Proshop assistant

      Managed sales of merchandise within the Pro Shop. Answered phone calls directed to the golf department. Assisted pros with organizational and management duties. In charge of getting golfers onto the course effectively and efficiently.

    • Surroundings

      Mar 2012 - May 2014
      Warehouse manager

      Responsible for incoming and outgoing deliveries and for inspecting and keeping track of inventory within the warehouse. Helped organize invoices, packing slips, and bills. In charge of general upkeep through the interior and exterior of the showroom, design center, warehouse, and surrounding property.

    • Axa advisors

      Aug 2014 - Jan 2020
      Financial professional

    • Bosch financial, inc

      Apr 2018 - now
      Partner

    • Equitable advisors

      Jan 2020 - now
      Financial professional

      Our team can provide financial needs analyses through a network of experienced professionals with expertise in: - Advisory Services - Investment Platforms - Retirement Analysis and Programs - Life Insurance Protection Planning - Estate Strategies - Business Continuation Strategies

  • Licenses & Certifications

    • Wisconsin life insurance

      Wisconsin insurance division
      May 2018

    • Ohio life insurance

      Ohio insurance commission
      May 2018

    • Minnesota life insurance

      Minnesota insurance commission
      Apr 2018

    • South carolina life insurance

      South carolina insurance division
      Aug 2017

    • Iowa accident and health insurance

      Iowa insurance division
      Jun 2014

    • Iowa life insurance

      Iowa insurance division
      May 2014

    • Series 7: general securites

      Financial industry regulatory authority (finra)
      Aug 2014

    • Series 66: uniform combined state law

      Financial industry regulatory authority (finra)
      Aug 2014