Josh Weinstein

FAQ About Josh Weinstein

• What is Josh Weinstein's address?

  Josh Weinstein is located at
  New York, New York, United States

• What is Josh Weinstein's job title?

  Josh Weinstein is a
  Josh is a highly accomplished executive with experience in the financial services/investment management industries working with major employers including Fidelity Investments, BoA/ML Lynch, and Morgan Stanley. Josh has effectively used market, industry, economic, and competitor analysis to spearhead new product innovations. He uses technology innovation to develop wealth management tools, improve business governance, process improvements, financial planning platforms, and enterprise-wide solutions. Josh is adept at balancing strategy definition with the ability to oversee the product development process. He has proven that he can excel as a visionary, as well as an execution lead on major initiatives. His success is rooted in his deep understanding of both the client and market place needs and his ability to translate those into cutting-edge solutions. He establishes collaborative working partnerships with business units, linking technology solutions to cost efficiencies, productivity improvement, enhanced service levels to customers, and bottom-line profitability. His most recent noteworthy accomplishments include strategy, development and implementation of a wealth management tools advisory platform for both Merrill Lynch and Morgan Stanley. At Morgan Stanley, Josh and his team were able to quickly launch an integrated third-party solution and increase Advisor penetration from 5% to over 50%, within a year of launch. Josh's approach is grounded in his deep knowledge of Wealth Management Tools and his ability to translate specific business needs into solutions. Josh has spoken at industry conferences on Platform Strategies and using Wealth Management Tools effectively. Josh earned a Master of Business Administration (MBA) from Boston University and Bachelor of Business Administration from the University of Connecticut. Fidelity Investments

• What industry does Josh Weinstein currently work in?

  Josh Weinstein currently works in the
  Fidelity Investments

• What is Josh Weinstein's area of expertise?

  Josh Weinstein specializes in
  Josh is a highly accomplished executive with experience in the financial services/investment management industries working with major employers including Fidelity Investments, BoA/ML Lynch, and Morgan Stanley. Josh has effectively used market, industry, economic, and competitor analysis to spearhead new product innovations. He uses technology innovation to develop wealth management tools, improve business governance, process improvements, financial planning platforms, and enterprise-wide solutions. Josh is adept at balancing strategy definition with the ability to oversee the product development process. He has proven that he can excel as a visionary, as well as an execution lead on major initiatives. His success is rooted in his deep understanding of both the client and market place needs and his ability to translate those into cutting-edge solutions. He establishes collaborative working partnerships with business units, linking technology solutions to cost efficiencies, productivity improvement, enhanced service levels to customers, and bottom-line profitability. His most recent noteworthy accomplishments include strategy, development and implementation of a wealth management tools advisory platform for both Merrill Lynch and Morgan Stanley. At Morgan Stanley, Josh and his team were able to quickly launch an integrated third-party solution and increase Advisor penetration from 5% to over 50%, within a year of launch. Josh's approach is grounded in his deep knowledge of Wealth Management Tools and his ability to translate specific business needs into solutions. Josh has spoken at industry conferences on Platform Strategies and using Wealth Management Tools effectively. Josh earned a Master of Business Administration (MBA) from Boston University and Bachelor of Business Administration from the University of Connecticut.

• Which languages does Josh Weinstein speak? 

  Josh Weinstein speaks the following languages:
  No languages available.

• Which industries has Josh Weinstein previously worked in?   

  Josh Weinstein has prior experience in the following industries:
  Fidelity Investments , Bank Of America Merrill Lynch , Morgan Stanley , Fidelity Investments , Fidelity Investments

• What is Josh Weinstein’s work experience?  

  Josh Weinstein has the following professional experience:
  Fidelity Investments , Fidelity Investments , Bank Of America Merrill Lynch , Morgan Stanley , Fidelity Investments , Fidelity Investments .

• How can I find Josh Weinstein on LinkedIn?  

  You can view Josh Weinstein’s
  LinkedIn profile at LinkedIn URL.

• What are Josh Weinstein’s work email addresses?  

  Josh Weinstein’s work email addresses are
  [email protected] .

• What company does Josh Weinstein work for?  

  Josh Weinstein works at
  Fidelity Investments