Joshua Carlos

Joshua Carlos has worked at Orion Advisor Tech since 2018. Joshua started as a Client Support Analyst and Financial Reporting Specialist in December 2018. In November 2019, they were promoted to the role of Project Team Lead, where they currently work. Prior to working at Orion Advisor Tech, Joshua worked at Loyal Realty as a Real Estate Broker from September 2013 to September 2014.

Joshua Carlos earned a Bachelor of Business Administration (BBA) degree in Finance and Technology Innovation Management from the University of Washington Bothell in 2018. Joshua also obtained additional certifications including "DAT205x: Introduction to Data Analysis using Excel" from edX in 2018 and "Agile Project Management: Agile, Scrum, Kanban & XP" from Udemy in December, year unspecified. Furthermore, they are currently pursuing "The Complete JIRA Agile Project Management Course" from Udemy, with an expected completion date in 2023.