Joseph O. Reed IV

Experience

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  POINTE PEST CONTROL | WA | OR | ID | MT |

  May 2014 - Aug 2015

  Team Lead

  - Team Lead for a group of 15 sales reps- Provided training to new and experienced sales reps- Retention of existing customers and cold calling prospective customers - Door to door marketing/sales - Improved personal sales/week from 2/week to 18/week

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  African Chamber Of Commerce of Utah

  Aug 2014 - Jul 2016

  Director of Student Relations

  - Applications for Internships for students at local universities- Coordinate with interns and school administrations- Support and attend info luncheons, Board meetings- Report interns progress

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  Enactus United States

  Oct 2015 - Jun 2017

  UVU President

  As members of Enactus: We use the entrepreneurial spirit to empower others with sustainable business practices that fulfill economic, social, and environmental needs. Responsibilities:- Empower students with entrepreneurial skills who, in return, go out and enable others to become self-reliant- Direct and coordinate a portfolio of multiple local and international projects and business solutions- Consult with local business leaders and investors to build the capacity within students to efficiently enable actionable progress- Consult with HNW individuals and businesses to understand needs and position holistic solutions with positive economic, social, and environmental impact Show less

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  Vanguard

  Jun 2017 - now

  - Manage investment needs of high net worth individuals, family offices, and businesses ($1M to +$100M in Vanguard portfolio)- Develop relationships with clients to understand their unique investment needs and position appropriate investment data, products, and advisory services.- Series 7, 63, and 66 Licensed

  • Wealth Management Analyst

    Jun 2021 - now

  • Senior Investment Consultant

    Jun 2020 - Jun 2021

  • High Net Worth Investment Consultant

    Jun 2017 - Jun 2020