Joshua Sanchez
About Joshua Sanchez
Joshua Sanchez is a New Account Manager at Apex Clearing Corporation, where he has worked since 2018. He has over 18 years of experience in the financial services industry, including previous roles in operations and margin management.
Work at Apex Clearing Corporation
Joshua Sanchez has been employed at Apex Clearing Corporation since 2018, serving as a New Account Manager. In this role, he is responsible for managing the onboarding of new accounts and ensuring compliance with regulatory requirements. Prior to his current position, he held the title of Director of Operations at Apex Clearing Corporation from 2012 to 2018, where he oversaw operational processes and team management.
Previous Experience in Financial Services
Before joining Apex Clearing Corporation, Joshua Sanchez worked at Penson Financial Services for seven years. He began as a Margin Analyst from 2005 to 2007, then advanced to the role of Margin Dept- Team Lead from 2007 to 2010. He continued his career at Penson as a Margin Manager from 2010 to 2012, where he focused on margin compliance and risk management.
Education and Expertise
Joshua Sanchez earned a Bachelor of Business Administration (BBA) with a focus in Finance from The University of Texas at Arlington. His education laid the foundation for his career in financial services, equipping him with the knowledge and skills necessary for roles in account management and operations.
Career Timeline
Joshua Sanchez's career in the financial industry spans over 18 years. He started at Penson Financial Services in 2005 and transitioned to Apex Clearing Corporation in 2012. His roles have evolved from analytical positions to management, showcasing his growth and adaptability within the industry.