Joe Emhof

Joe Emhof

Nationwide Financial Institutions-Regional Marketing Director

Followers of Joe Emhof726 followers
location of Joe EmhofSan Francisco Bay Area

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  • Timeline

  • About me

    Financial Services Marketing Director | Award-Winning Public Speaker || Ground-Up Network Development | Loyal Relationship Building | Long-Term Strategic Planning

  • Education

    • Canisius University

      1983 - 1987
      BA

      Activities and Societies: Debate team

  • Experience

    • Nationwide Financial

      Jan 1995 - Jan 1999
      Nationwide Financial Institutions-Regional Marketing Director

      I drove this company to achieve #1 rank within a key marketing channel

    • Putnam Investments

      Jan 1999 - Jan 2006
      Putnam Investments-Senior Vice President-Regional Marketing Director

      I guided one of the organizations most established territories to achieve unprecedented growth in several key areas, leveraging strengths in communication and strategic planning. I was also recognized for my public speaking skills after winning the company's public speaking contest.

    • Davis Advisors

      May 2006 - now
      Davis Selected Advisors-Senior Vice President-West Coast Regional Director

      Recognized as a growth specialist, I expand territories and foster new relationships while marketing and distributing mutual funds, separately managed accounts and ETF's through financial intermediaries. I was selected to move to the West Coast after successfully growing both Upstate New York and North Eastern Ohio territories. I embraced the challenge and fostered key relationships after moving to the Bay Area. I met and exceeded goals, secured high-level meetings and successfully took on more territory and responsibility. Member of Davis RD Client Advisory Council. Show less

  • Licenses & Certifications

    • Series 7

    • FINRA

      Financial Industry Regulatory Authority (FINRA)
  • Volunteer Experience

    • Development Committee

      Issued by St. Anthony Foundation on Nov 2021
      St. Anthony FoundationAssociated with Joe Emhof
    • Lector

      Issued by St Ignatius Parish San Francisco on Jan 2020
      St Ignatius Parish San FranciscoAssociated with Joe Emhof