Joshua Haman
About Joshua Haman
Joshua Haman is a Private Client Banker at Chase, with a diverse background in financial services and management. He has held various roles in companies such as AXA Advisors, Edward Jones, and Wells Fargo, advocating for a more empathetic approach in the financial industry.
Work at Chase
Joshua Haman has been employed at Chase as a Private Client Banker since 2020. In this role, he operates from Plano, Texas, and has accumulated four years of experience. His responsibilities include managing client relationships and providing personalized financial services. Haman's focus is on delivering tailored solutions that meet the unique needs of his clients.
Previous Employment History
Prior to his current role at Chase, Joshua Haman held various positions in the financial and service industries. He worked as a Financial Professional at AXA Advisors, LLC from 2018 to 2019 in Dallas, Texas. Before that, he was a Financial Advisor at Edward Jones from 2017 to 2018 in Murphy, Texas. Haman also served as a Growth Manager and Regional Director at ABC Home & Commercial Services between 2015 and 2017, and held roles at Wells Fargo and Wyndham International earlier in his career.
Education and Expertise
Joshua Haman studied at Brookhaven Community College, where he earned an Associate of Science (A.S.) degree in Science from 2010 to 2012. He furthered his education at The University of Texas at Dallas, obtaining a degree in Management Information Systems from 2012 to 2014. His educational background supports his expertise in financial services and client management.
Advocacy in the Financial Industry
Joshua Haman advocates for a more empathetic approach within the financial industry. He emphasizes the importance of understanding clients' needs and walking alongside them in their financial journeys. Haman believes that the industry requires significant changes to prioritize client care over profit motives and inflated egos. He highlights the challenges faced by new financial advisors, particularly regarding retention rates due to feelings of isolation and lack of support.