Josh Yocam

Josh Yocam is a Financial Advisor with Morgan Stanley who helps his clients create and grow their wealth. For more information please visit my website. Orange County, California http://fa.morganstanleyindividual.com/joshua.yocam/

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Josh has leveraged his years of experience providing exceptional client service to offer a personalized approach to wealth management. He offers services ranging from asset allocation to retirement income planning. People who know him can always count on him for his resourcefulness and commitment to provide an exceptional client experience. He works with successful executives, professionals and business owners as their personal “investment coach”. Josh considers their customized financial strategy or "€œgame-plan"€ a key to becoming a successful investor. Services • Personal Net-Worth & Cash Flow Analysis • Asset Allocation Modeling • Retirement Income Strategies • Estate Planning

Account Executive, Sales at Compushare

2009 - 2011

• Recognized as the Top Sales Producer amongst his peers • Increased client satisfaction and market penetration in California, Washington, and Texas • Excelled at delivering exceptional client service • Worked exclusively with banks, credit unions, and other financial institutions • Gained valuable knowledge of the IT industry, including Cloud Computing

Past President at Association of Newport Beach Ocean Lifeguards

2007 - 2011

• Negotiated with city of Newport Beach officials regarding wages and work conditions • Managed business to business transactions with numerous sponsors and vendors • Gained first hand experience forming a non-profit 501c organization

Marine Safety Operations Dispatcher at City of Newport Beach Fire Department

2000 - 2010

Promoted to Operations Dispatcher in June 2008 as lead mentor to staff of 200 professionals • Obtained Emergency Medical Technician Certificate • Conducted lectures and presentations on Ocean Safety, CPR, and First-aid • Actively communicated with public media outlets regarding news-worthy beach safety issues • Handled stressful situations with tact and diplomacy including rescues and medical emergencies

Head Water Polo Coach at Newport Water Polo Foundation

2004 - 2009

• Established an admirable reputation among residents of the Newport Beach community • Communicated clear and concise directions to all athletes • Participated in multiple USA Women National Team Selection Camps • Attended numerous coaching clinics at the United States Olympic Training Center

Commercial Real Estate Consultant at Zuvich Corporate Advisors, Inc

2006 - 2008

• Acquired business deals through extensive calling campaigns and sales negotiations • Exceeded sales objectives by >15% and generated leads from new, untouched territories • Utilized industry knowledge and interpersonal communication skills to successfully reach sales quota • Facilitated project management processes for all client transactions • Gained in-depth understanding of clients' business plans and future venture opportunities • Analyzed and monitored market conditions to accurately address client needs

Recruitment Chairman at Orange County Young Republicans

2012

Organize and implement member outreach drives.

Financial Advisor at Morgan Stanley Smith Barney

2011

Josh Yocam is a Financial Advisor who helps his clients create and grow their wealth to help sustain the lifestyle that they deserve now and to preserve it once they retire. Josh works in the financial services industry because he is passionate about helping his friends, family and clients attain their investment goals. What Josh enjoys most about his work are the meaningful relationships he has built with his clients.

University of California, Irvine

2001 – 2006

B.A.