Joshua Dion
Joshua Dion
Senior Associate
Josh is a senior client service associate at CIBC Private Wealth. In this role, he is responsible for providing operational support to wealth management advisors, onboarding of new clients, and service to existing households.
Prior to joining the firm, Josh served as the director of investment operations at Northwestern Mutual, where he managed the back-office activities for a team of financial advisors. Prior to his tenure at Northwestern Mutual, he served as a client service associate at PFG Private Wealth Management.
Josh earned a Bachelor of Science degree in marketing from The University of Tampa, and graduated Magna Cum Laude.
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