Joshua Wichman

Vice President, Portfolio Manager

Joshua Wichman is a qualified professional, working in Fifth Third Private Bank as a Vice President, Portfolio Manager from 2019. This person gained professional experience in more than 14 positions at various companies. Joshua Wichman went to the Fisher College and received education there from 2008 to 2010. Joshua Wichman has such professional qualifications as Cfp Board, License 253308, License 253308, and Certified Financial Planner (Tm) Practitioner. Evansville, Indiana is the city, where this expert was lastly known to be located. This person's phone and email are easily accessed through this website by request.
Name variants:
Joshuah Wichman, Josh Wichman

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Contact Information

Last Update
Jul 12, 2022
Email
xa**@fuse.net
Location
Evansville, IN
Company
Fifth Third Private Bank

Workplace

Vice President, Portfolio Manager

Work History

Vice President, Portfolio Manager

from Jul 2019

Wealth Manager

620 Newport Center Dr SUITE 500, Newport Beach, CA 92660
from Dec 2017

Wealth Planner

601 north Cross Pointe Blvd, Evansville, IN 47715
Payne Wealth Partners is a fee-only registered investment advisor, operating to a fiduciary standard. We are compensated exclusively by our clients for the services we provide. We take a tho...
Apr 1, 2014 — Dec 2017

Financial Specialist

Pnc
300 5Th Ave, Pittsburgh, PA 15222
Nov 2012 — Mar 2014

Financial Advisor

Aug 2011 — Nov 2012

Financial Advisor

1585 Broadway, New York, NY 10003
Sep 2010 — Aug 2011

Financial Advisor

Evansville, IN
Sep 2010 — Aug 2011

Assistant Portfolio Manager Intern

Jan 2010 — Jun 2010

Assistant Portfolio Manager

Columbus, OH
Jan 2010 — Jun 2010

Senior Analyst

201 east 4Th St, Cincinnati, OH 45202
Sep 2006 — May 2008

Senior Analyst, Command Center

Cincinnati, OH
Sep 2006 — May 2008

Substitute Teacher

Cincinnati, OH
Aug 2003 — Jun 2006

Congressional Intern

Washington, DC
Jan 2000 — May 2000

Investment Executive

2000 — Aug 2011

Education

2008 — 2010

MBA in Finance

2008 — 2010
1997 — 2001

Occupations

Executive
Vice President
Financial Broker
Portfolio Manager
Accountant
Finance and Accounting Specialist
Manager
Chief Executive
Investment Analyst
Financial Analyst
Accounting Bookkeeper
Bookkeeper
Operations Manager

Skills

Strategic Financial Planning
Management
Leadership
Finance
Financial Modeling
Risk Management
Analysis
Data Analysis
Financial Planning
Process Improvement
Financial Analysis
Portfolio Management
Financial Advisory
Business Process Improvement
Microsoft Excel
Asset Allocation
Investment Management
Investment Strategies
Wealth Management Services
Estate Planning
Retirement Planning
Constructive Feedback

FAQs about Joshua Wichman

What is the main profession of Joshua Wichman?

Joshua Wichman is a Vice President, Portfolio Manager.

What jobs is Joshua a professional at?

Joshua Wichman is proficient at Executive and Vice President jobs.

Where does Joshua Wichman currently live?

Evansville, Indiana is the place where Joshua Wichman lives

Does the expert have the email address?

xa**@fuse.net is Joshua's email address.

How many companies did Joshua Wichman work at?

The professional worked at 14 jobs.

Where has Joshua Wichman studied?

Joshua studied at the Fisher College from 2008 to 2010.

Are there any professional certifications Joshua Wichman has?

The professional received the following certifications: Cfp Board, License 253308, License 253308, Certified Financial Planner (Tm) Practitioner, and Giving and Receiving Feedback.

Are there any professional industries, that Joshua Wichman works in?

This professional works in Financial Services industry.
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