In the episode, Josh dives deep into his journey, starting with his time at Cornell University (Class of ‘83) and spanning over three decades of experience on Wall Street. He offers insights into the financial industry and his experiences working with top-tier clients, including venture capitalists, corporate executives, and entrepreneurs.
Tune in to hear more about Josh’s incredible career, his passion for connecting with clients, and his vision for the future of wealth management. Whether you’re an aspiring entrepreneur or a finance professional, you won’t want to miss this episode!
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