Joshua Abbasi, QKC, QKA, currently serves as a Compliance Analyst at Ascensus since October 2021. Previously, Joshua held various roles in the finance and compliance sectors, including Institutional Wealth Senior Plan Compliance Associate at BOK Financial and Retirement Plan Administrator at Pension Solutions, Inc. There, Joshua managed compliance testing and IRS Form 5500 preparations for a substantial client base. Joshua's experience also includes a tenure at Fidelity Investments as a Financial Representative, where exceptional customer service was emphasized. Earlier professional roles include Field Trainer at RaceTrac Petroleum and Restaurant General Manager at Carl's Jr. Joshua holds a Bachelor of Science in Accounting and Finance from Liberty University.
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