Joshua Shoshan

Senior Vice President

NEW YORK, New York

Professional Profile

Call Me When

Call Me When... I help entrepreneurs and corporate executives achieve quality of life and financial freedom

Contact Method


  • Investor
  • Wealth Manager
  • Professional Certifications

    Functional Expertise

  • Business development
  • Investments
  • Exit/Transition Planning
  • Business Focus

    Transition Planning Certification

    Client Industries

  • Business Services
  • Education
  • Financial Services
  • Manufacturing
  • Client Results



    Member Since

    Member for 1 Year

    Sponsorship Type


    Chapter Leadership Role

    Why I'm a Member of XPX