Assistant Vice President
Raynard Josephs is a financial services business and marketing strategist with over 15 years of experience. As a senior member within one of the world’s largest investment management firms, he has led projects ranging from creation of a fintech app, banking services for entrepreneurs and integrating M&A acquisitions onto the company’s platform. He also has experience leading B2B and B2C marketing campaigns for mid to jumbo clients. He excels in project management, team leadership, and KPI analytics.
He has a passion for personal finance which comes from his brokerage days and he can be found writing personal finance blog posts or speaking at a seminar to educate Millennials. One of his driving forces is to help close the wealth gap in America through financial literacy and debt management. Raynard holds a Bachelor of Science in Business Administration with a concentration in Finance from Montclair State University.