Josh Lee Sweeney

Investment Associate

Since 2019, Josh Lee Sweeney has been working in Pathfinder Wealth Consulting 871, 871. This professional is a well-qualified Investment Associate with over 52 years of work experience. According to Josh's CV and work profile, Josh Lee Sweeney has worked at more than 20 places with diverse backgrounds and got various skills. Josh attended school at the University of Florida from 2010 to 2011. Josh has professional certification as Comptia Security+ and Checkpoint Certified Security Administrator - Ccsa and this professional has studied English and Russian. Josh can be found in Suwanee, Georgia – where this professional currently lives. You can search for this professional's email address and number. We can also provide you detailed contact information upon request.
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Contact Information

Last Update
Jul 4, 2022
Email
js**@atcoresystems.com, sp**@gmail.com, jo**@gmail.com
Location
Suwanee, GA

Workplace

Pathfinder Wealth Consulting
Investment Associate

Wilmington, NC

Industry

Financial Services

Work History

Investment Associate

4018 Oleander Dr SUITE 102, Wilmington, NC 28403
from Aug 2019

Founder

2385 Clower St SUITE B, Snellville, GA 30078
GarageWorx was transitioned to the city of Snellville.
Jun 2018 — Aug 2019

Founder

1000 Peachtree Industrial Blvd northwest, Suwanee, GA 30024
from Jun 2018

President

24012 Calle De La Plata SUITE 430, Laguna Hills, CA 92653
from Nov 2017

Advisory Board Member

Atlanta, GA
from Dec 2016

Crm Consultant

5950 Canoga Ave SUITE 615, Woodland Hills, CA 91367
Nov 2016 — May 2018

Hybrid Product Specialist - Midwest Region

Sep 2016 — Aug 2019

Founder and President

Jse
Consulted and directed new business to business programs for financial inside sales company. Increased customer engagement 32% and revenue 18% by aligning 4 key areas; strategy, structure, p...
from 2016

Associate Product Specialist

Nov 2015 — Aug 2019

Internal Wholesaler

Feb 2012 — Nov 2015

General Manager

New York, NY
2012 — 2016

Financial Advisor

New York, NY
Completed Series 7 training and testing Received training on sales skills and client acquisition Assisted with organization and client management to increase efficiency Established alloc...
Jun 2011 — Oct 2011

Chief Executive Officer

3520 Piedmont Rd SUITE 235, Atlanta, GA 30305
Founder and CEO of a software and consulting services company providing Customer Relationship Management systems for businesses and other consultants.
Nov 2008 — Nov 2016

Sales Engineer

10050 north Wolfe Rd, Cupertino, CA 95014
Apr 2008 — Oct 2008

Lead Qa Engineer

In this position I build test cases, configure test environments, track defects, and perform regression testing in various independent environments for multiple application security products...
Aug 2006 — Apr 2008

Employee Benefit Specialist

Traveled to over 200 locations presenting products to over 1,200 employees Consulted individuals on accident, disability, cancer, and life insurance Contacted customers by telephone and e...
Jun 2006 — Sep 2009

Threat Analyst

Ibm
New York, NY
2004 — 2006

Owner and Operator

Jan 2002 — Jan 2004

Owner and Chief Executive Officer

Successfully built, branded, opened, and operated 4 private fitness clubs in Colorado, Illinois, and California. Worked directly with US Olympic Team, Professional Athletes, and celebrities ...
1998 — 2012

Electrical Engineer

3000 Hanover St, San Jose, CA
Collaborated successfully with cross-functional development teams to design and manufacture custom test systems. Rendered technical drawings using CAD programs and worked with suppliers and ...
1994 — 1998

Occupations

Executive
Founder
IT Professional
Information Technology Specialist
Founding Member
Chief Executive
IT Specialist

Skills

Enterprise Software
Saas
Crm
Strategy
Application Security
Consulting
Cloud Computing
Entrepreneurship
Strategic Partnerships
Sales
Seo
Management
Networking
Salesforce.com
Customer Relationship Management
Testing
Start Ups
Network Security
Computer Security
Mobile Applications
Information Security
Sem
Security
Software As A Service
Leadership
Customer Service
Marketing
Public Speaking
Coaching
New Business Development
Social Media
Training
Strategic Planning
Account Management
Event Management
Microsoft Office
Project Management
Business Analysis
Business Strategy
Product Development
Cross Functional Team Leadership
Continuous Improvement
Process Improvement
Kaizen
Key Account Development
Leadership Development
Negotiation
Contract Negotiation
Operations Management
Online Marketing
Quality Management
Research
Teaching
Social Media Marketing
Finance
Sales Management
Business Planning
Microsoft Excel
Powerpoint
Business Development
Marketing Strategy
Team Building
Event Planning
Team Leadership
Public Relations
Business To Business
Program Management
Series 7
Alternative Investments
Series 63
Investments
Financial Analysis
Mutual Funds
Cfa Level 1 Completed

FAQs about Josh Lee Sweeney

What is the profession of Josh Lee Sweeney?

This professional's job is Investment Associate

What jobs is Josh Lee Sweeney proficient at at?

Josh Lee Sweeney is a professional Executive and Founder jobs.

Where does Josh Lee Sweeney currently live?

Suwanee, Georgia is the place where Josh Lee Sweeney lives

What is the professional's email?

The professional's email is js**@atcoresystems.com and sp**@gmail.com.

How many companies did Josh Lee Sweeney work at?

Josh Lee Sweeney worked at 20 jobs.

What education does Josh Lee Sweeney have?

Josh studied at the University of Florida from 2010 to 2011.

Are there any certifications Josh Lee Sweeney has?

The expert received the following certifications: Comptia Security+, Checkpoint Certified Security Administrator - Ccsa, Leviton Certified Installer, and Superior Modular Products Certified Installer.

What languages does Josh Lee Sweeney speak?

Josh Lee Sweeney speaks English and Russian.
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