Joseph Zuber

I have over 20 years of distinguished career performance developing and managing client relationships for large corporations (Citi and GE) as well as a financial planning firm. My career started in the retail banking industry where I worked in various departments from quality control, marketing, analytics forecasting, field sales, client development, and portfolio management. I collaborated directly with client’s C-level execs, department heads and team leaders in various industries, such as auto after-market, HVAC, furniture, and retail wholesale stores.

My later career positions involved onboarding new clients for a financial planning firm, outlining how program benefits help with prospects personal goals and or business objectives. What I have enjoyed most in my career jobs is delivering products and services to clients that help them achieve their business objectives and life goals.