Joshua Beaudette, CIMA®

Experience

• 

  Enterprise Rent-A-Car

  Aug 2004 - Oct 2005

  Assistant Manager
• 

  JPMorgan Chase

  Nov 2005 - May 2011

  - Manage the Customer Service and Sales staff with regards to basic banking porducts, loans, and investments- Ensure that all regulations and compliance standards are being met by the branch and it's team- Analyze the profitability of the branch through revenue and expenses, then implement necessary changes to make the branch more efficient and profitable -Advise customers on all of their financial needs. Banking products, Mortgages, Auto Loans, Retirement Accounts, and Brokerage Accounts-Series 6 Licensed, Colorado State Life and Helath Insurance Licenses-Provide exceptional Customer Service to clients and drive Sales for the retail branch

  • Branch Manager

    Jun 2010 - May 2011

  • Licensed Banker

    Nov 2005 - Jun 2010
• 

  Jackson

  Dec 2011 - Jun 2018

  Create and sustain a top performing sales environment operating at the highest level.

  • National Sales Desk Director

    Jul 2016 - Jun 2018

  • Internal Wholesaler

    Dec 2011 - Jun 2016
• 

  T. Rowe Price

  Jul 2018 - now

  • Regional Manager, AVP - U.S. Intermediaries

    Jul 2023 - now

  • Sales Manager: USI Sales Consultants

    Aug 2021 - Jul 2023

  • Senior Intermediary Sales Consultant

    Jan 2021 - Aug 2021

  • Intermediary Sales Consultant

    Jul 2018 - Dec 2020