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Josh is a Financial Analyst at Edelman in Washington, DC.  He was hired in July 2010 and has grown into an important role within the finance department.  A native of the Richmond, VA metro area, Josh attended the College of William & Mary in Williamsburg, VA from 2005 until his graduation in 2009.  He acheived a double-major in both Finance and History at the College.  Upon graduation, Josh return home to Richmond and began working for the largest wholesale mortgage lender in the US, Provident Funding Associates, L.P., where he continued to work until his recent move to the Washington, D.C. area.

Josh is constantly looking to improve at his position and is driven to work hard and consistently day to day.  In a field where the environment changes daily, he is able to learn new skills and develop his talents constantly.


Work experience

Jul 2010Present

Financial Analyst

  • Performs revenue analysis and projections for Public Affairs department of firm
  • Drafts, reviews, negotiates and formalizes all contracts for the PR staff in Washington, DC
  • Serves as the liaison between PR staff and Edelman's  General Counsel for all contract negotiations.
  • Analyzes and assesses all DC office expenditures on monthly P&L statements.
  • Assisted in preparation of annual budget for office-wide expenditures and departmental revenue.
  • Guides and advises all new hires in weekly instructional classes on basic financial functions of the company.
Jun 2009Jul 2010

Mortgage Professional Closer

Provident Funding Associates
  • Collaborated with loan brokers and agents to obtain complete and accurate credit package documents.
  • Developed branch operations by providing quality service to Provident-approved mortgage broker.
  • Reviewed PF-approved loans ensuring secondary market and industry standards have been met.
  • Created enforceable and quality mortgage loans by collecting all pertinent data required.
May 2007Aug 2007

Support Services Clerk - Billing Department

  • Supported Billing Department representatives in patient account research and records coordination.
  • Processed patient accounts billed to Medicaid and financially distributed each charge on the bills.
  • Assisted in sorting, counting, dating, and researching information with various patient accounts.


HTML Design and Management
Served as the webmaster for the Delta Phi Fraternity at William & Mary from 2004-2005 using basic web design tools.
Social Media
Twitter LinkedIn Social Networking
MS Office


Jun 2009Present

Virginia Initial Education

National Association of Mortgage Brokers