Joseph W. is a Strategic Business Consultant at Ascensus, having transitioned to this role in 2021. Previously, they served as a Senior Internal 401(k) Sales Consultant at Lincoln Financial Group from 2014 to 2021, where they played a crucial role in enhancing sales processes and promoting 401(k) plans. Joseph also worked as a Financial Analyst at Bloomberg LP from 2013 to 2014, focusing on financial analysis and quality control. They held the position of Associate Wealth Management Advisor at Northwestern Mutual from 2010 to 2013, assisting with investment strategies and compliance. Joseph holds a Bachelor's degree in Accounting/Finance from DeSales University, awarded in 2010.
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