Joshua A. Tessar
Blacksburg
Summary
Results oriented professional with experience in Financial Planning, Business Development, and Sales and Marketing. Skilled in Relationship and Consultative based business development approaches. Demonstrated expertise in managing complex portfolios and leveraging financial products to meet client needs.
Overview
22
22
years of professional experience
1
1
Certification
Work History
Premier Banker
TRUIST
02.2024 - Current
Investment Advisor
Valley Wealth Group
11.2023 - 02.2024
Financial Advisor
Futurity First
11.2021 - 11.2023
Financial Planner
Integrity Financial Planning
04.2021 - 11.2021
Financial Advisor
National Financial Services
02.2017 - 04.2021
VP Resource Development
United Way of Roanoke Valley
08.2015 - 06.2016
Director of Athletic Development
Georgia Southern Athletic Foundation
04.2014 - 06.2015
Director of University Advancement
Radford University
08.2010 - 04.2014
Assoc. Director of Major Gifts
Virginia Tech
06.2006 - 08.2010
Account Executive
IMG College (Univ. of Houston and Virginia Tech)
01.2004 - 06.2006
Education
Master of Business Administration - MBA
Radford University
01.2011
BS - Sociology
Virginia Tech
01.2003
Skills
- Account management
- Analytical thinking
- Interpersonal Communication
- Fundraising
- Wealth Management
- Strategic and social selling
- Proficient in using CRM software
- Business Development Skills
Certification
- FINRA Series 7 & 66 Licenses
- Life Insurance, Annuities and Health Insurance Licenses
Timeline
Premier Banker
TRUIST
02.2024 - Current
Investment Advisor
Valley Wealth Group
11.2023 - 02.2024
Financial Advisor
Futurity First
11.2021 - 11.2023
Financial Planner
Integrity Financial Planning
04.2021 - 11.2021
Financial Advisor
National Financial Services
02.2017 - 04.2021
VP Resource Development
United Way of Roanoke Valley
08.2015 - 06.2016
Director of Athletic Development
Georgia Southern Athletic Foundation
04.2014 - 06.2015
Director of University Advancement
Radford University
08.2010 - 04.2014
Assoc. Director of Major Gifts
Virginia Tech
06.2006 - 08.2010
Account Executive
IMG College (Univ. of Houston and Virginia Tech)
01.2004 - 06.2006
BS - Sociology
Virginia Tech
Master of Business Administration - MBA
Radford University