Joseph Bass III

Joseph Bass III has had a diverse work experience. Joseph currently works for Vestwell as an Internal Sales Lead, where they focus on building relationships with Advisors and providing retirement plan services to small and medium enterprises. Prior to this, Joseph was the Principal Owner of Bass Intelligence & Consulting, LLC. Joseph also worked as an Account Executive at Clearent by Xplor. Previously, Joseph served as the Chief Sales Officer at The AREOPA Group, a Knowledge Management organization. Joseph also worked at Edelman Financial Engines as a Sr. Team Manager and at Financial Engines as an Investment Advisor Representative. Joseph began their career at JPMorgan Chase as a Relationship Banker-Small Business Specialist.

Joseph Bass III earned a Bachelor of Global Management - Thunderbird degree in the field of Global Management from Arizona State University, which they attended from 2020 to 2022. Prior to that, they received a Bachelor of Science (BS) degree in Economics and Finance from Grand Canyon University, where they studied from 2013 to 2015. In addition to their academic degrees, Joseph also obtained certifications such as the Certified Retirement Planning Certificate (CRPC) from Edelman Financial Engines in May 2015 and the Series 65 certification, also from Edelman Financial Engines, in 2014. Joseph further enhanced their skills through certifications in Retirement Plan Fundamentals from the American Retirement Association and Accounting & Financial Statement Analysis from Udemy in 2024 and 2023, respectively.