Years of experience: 17
Sales & BizDevCustomer ServiceBusiness Owner
Trust Score
Exceptionally trusted; proven professional excellence.
Joseph's Career Path
Jul. 2024 -Present
GroundworksCertified Field Inspector
United States
Apr. 2018 -Present
Elite Resource TeamCPA Team Based Model Consultant
Richmond, Virginia AreaI have an extensive background in financial services, with a specific expertise in working with CPAs.
As a CPA Team Based Model Consultant, I help CPAs: • Reduce the risks that come from referring clients to third parties
• Reduce the risk of losing clients by being more proactive
• Provide more value and increase client satisfaction
• Expand their "brain-trust" by working with some of the co...
Jun. 2017 -Present
Spektrum Insurance & Financial ServicesAgency Owner/President
Richmond, Virginia AreaHelping families, individuals & businesses compare and understand how certain protections relate to and benefit their specific situation and needs