Joseph Lawler is an experienced professional with a diverse background in customer service, sales, and financial planning. Currently serving as a Customer Service Representative at UHealthSolutions since April 2018, Joseph has been part of the Adult Protective Services team, handling sensitive cases related to elder abuse and neglect. Previous roles include working at Dish Network and DialAmerica as an Inside Sales Representative, where Joseph engaged customers in satellite and radio services. Joseph has also worked as a Certified Financial Planner at Primerica, providing financial advice, and as an Investment Counselor at David Lerner Associates, focusing on customer account management and fundraising. Earlier experience includes a role as an Account Executive at Ameriquest Mortgage, developing new loan clients. Joseph holds a Master of Business Administration from Rutgers Business School and a Certified Financial Planning degree from Farleigh Dickenson University, alongside a Bachelor of Arts in Business/Managerial Economics from Connecticut College.
Sign up to view 0 direct reports
Get started