Josh S. has extensive experience in financial planning and analysis in various companies such as SimplePractice, Farmers Insurance, and CA Technologies. Josh has held positions such as VP of Finance, Senior Manager, and Financial Planning and Analysis Specialist. Josh has also interned in companies such as FINRA and the U.S. House of Representatives. Josh holds a Master of Business Administration (M.B.A.) and a BS in Finance and Management from Binghamton University School of Management.
March 1, 2024 - present
June, 2022
April, 2021
April, 2020