Josh responsible for maintaining Modera’s day-to-day operations, supporting its existing operational procedures and identifying opportunities to strengthen the firm’s operations. In addition, he works closely with other teams within Modera to ensure they are taking full advantage of the functionality and reporting capabilities of our main software applications.
University of Georgia, B.A., Sociology
Modera Financial Planning & Wealth Management
5555 Glenridge Connector, Suite 150, Atlanta, GA 30342