JG
 

Joshua Groff

Client Consultant
PFM Asset Management LLC
Contact

213 Market Street
Harrisburg, PA 17101

groffj@pfm.com
717.213.3828 office

Specialties
Asset Management

Education
B.S. in Business Administration
Elizabeth College

Professional Designations or Licenses
FINRA Series 7 and 63 Licenses

Started with PFM: 2013

Started in the Field: 2008

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Joshua joined PFM practice in 2013 as a client consultant within our client service group. He interacts with clients on a daily basis, develops a clear understanding of client needs and product utilization, and works with marketing to help sell additional PFM products or services. He also receives incoming phone inquiries and generates outbound follow up calls to clients.

Prior to joining PFM, Joshua worked at Fulton Financial Corporation for five years.

JG
 
Contact

213 Market Street
Harrisburg, PA 17101

groffj@pfm.com
717.213.3828 office

Specialties
Asset Management

Education
B.S. in Business Administration
Elizabeth College

Professional Designations or Licenses
FINRA Series 7 and 63 Licenses

Started with PFM: 2013

Started in the Field: 2008

Print/Save as PDF

Download Vcard

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