Josh Larsen

Josh Larsen

Financial Advisor

Followers of Josh Larsen1000 followers
location of Josh LarsenMetro Detroit, Michigan, United States

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  • Timeline

  • About me

    Vice President, Practice Management and Productivity sales Coach at Citizens

  • Education

    • Siena Heights University

      2000 - 2006
      BS Social Science
  • Experience

    • Merrill Lynch

      Feb 2011 - May 2013
      Financial Advisor
    • MORGAN STANLEY PRIVATE BANK NA

      May 2013 - Jun 2015
      Assistant Vice President, Associate Private Banker

      Accountable for the growth of mortgage and security based lending in the Midwest Region. Helped role out our cash management strategy to advisors and support staff. Primarily focused in Michigan, Ohio, Kansas.

    • Morgan Stanley

      May 2015 - Jun 2020
      Vice President, Associate Complex Manager

      Associate Complex Manager of the Greater MI Complex; comprised of 12 offices across the state. The offices generate 115 million in revenue. Accountable for organizational growth through recruiting and retention. Playing a lead role in improving the proficiency of our Financial Advisors and providing local connectivity to the vast resources of the Firm.Disclaimers: Josh Larsen may only transact business in states where he is registered or excluded or exempted from registration: http://brokercheck.finra.org/Individual/Summary/4716987 Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Josh Larsen is not registered or excluded or exempt from registration. © 2020 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html Show less

    • Citizens

      Jun 2020 - now

      In this role I will be working with leaders and advisors to develop and grow the wealth management business. This will be done through a client-first planning approach.

      • Practice Management and Productivity sales coach

        Apr 2022 - now
      • Vice President, Sr Regional Sales Manager CSI

        Jun 2021 - Apr 2022
      • Vice President, Premier Advisory Regional Manager MI/OH

        Jun 2020 - Jun 2021
  • Licenses & Certifications

    • Chartered Retirement Planning Counselor℠

      College For Financial Planning
      Mar 2009
    • United soccer coaches

      United Soccer Coaches
    • United States Soccer

      U.S. Soccer Federation
  • Honors & Awards

    • Awarded to Josh Larsen
      Honorable Mention All-American Track and Field NAIA Mar 2001 Member of the 4x800 relay team
  • Volunteer Experience

    • Board Member

      Issued by AYSO region 610 on Apr 2021
      AYSO region 610Associated with Josh Larsen