Josh Monroe, Cfa
About Josh Monroe, Cfa
Josh Monroe, CFA, is a Senior Product Marketing Strategist currently working at AdvisorEngine in Tampa, Florida. He has extensive experience in product management and marketing, having held various roles at Franklin Templeton and New York Life & MainStay Investments.
Current Role at AdvisorEngine
Josh Monroe serves as a Senior Product Marketing Strategist at AdvisorEngine, a position he has held since 2021. He is based in Tampa, Florida, where he focuses on developing and implementing marketing strategies for financial products. His role involves collaborating with various teams to enhance product offerings and drive market growth.
Previous Experience at Franklin Templeton
Prior to his current role, Josh Monroe held multiple positions at Franklin Templeton. He was the Director of Fixed Income Product Marketing for six months in 2021 and served as VP, Product Manager - US Fixed Income from 2018 to 2021. His tenure at Franklin Templeton also included roles as Associate Product Manager and Product Manager, contributing to various product management initiatives.
Experience at New York Life & MainStay Investments
Josh Monroe worked as the Director of Product Management at New York Life & MainStay Investments from 2016 to 2018. In this role, he was responsible for overseeing product development and management strategies within the organization, focusing on enhancing the company's investment offerings.
Educational Background in Finance
Josh Monroe earned a Bachelor of Science (B.S.) degree in Finance from the University of Florida, completing his studies from 2006 to 2010. This educational foundation provided him with essential knowledge and skills that have supported his career in product management and marketing within the financial services industry.