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Total Expert’s Joe Welu Joins Forbes Finance Council

May 02, 2018
Total Expert named Josh Lehr as the company’s new director of strategy, consumer direct

Joe Welu, Founder and CEO of Total Expert, has been accepted into the Forbes Finance Council, an invitation-only community for executives in accounting, financial planning, wealth and asset management and investment firms.
 
Welu joins Joe Welu, Founder and CEO of Total Expert,  has been accepted into the Forbes Finance Council, an invitation-only community for executives in accounting, financial planning, wealth and asset management and investment firmsother Forbes Finance Council members, who are hand-selected, to become part of a curated network of successful peers and get access to a variety of exclusive benefits and resources, including the opportunity to submit thought leadership articles and short tips on industry-related topics for publishing on Forbes.com.
 
“I am privileged to be a member of the Forbes Finance Council, a prestigious community of thought leaders in the financial services arena,” Welu said. “Total Expert is a leader in digital transformation in the industry, and I look forward to sharing my views with Forbes readers and gaining insights from my peers as the evolution continues.”
 
Total Expert gives financial institutions the unique ability to empower their sales teams for growth while ensuring they stay compliant with complex regulations. Its powerful marketing operating system aligns sales, marketing and compliance departments in one solution, enabling the simple creation, distribution and reporting of all marketing materials. Organizations using Total Expert are always audit-ready with detailed reports approved by the most conservative compliance teams.
 
“We are honored to welcome Joe into the community,” said Scott Gerber, Founder of Forbes Councils. “Our mission with Forbes Councils is to curate successful professionals from every industry, creating a vetted, social capital-driven network that helps every member make an even greater impact on the business world.”


 
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