Position:
Senior Manager Client Services & Operations at RBC Rochdale
Location:
New York, New York, United States
Found email addresses for John:
Found phone for John:
Aug 2022 - Current
Jan 2019 - Jul 2022
Jan 2015 - Dec 2018
Aug 2010 - Dec 2014
Their professional focus is Cash Flow Analysis, Debt Management, and Education Funding Strategies across 3 core areas.
John holds Certified Financial Planner (CFP), Series 66 - Investment Advisor Representative, and Series 7 - General Securities Representative certifications.
Certificate in Financial Planning at New York University
SignalHire complies with the General Data Protection Regulation (GDPR). SignalHire follows GDPR requirements, including but not limited to rights of data subjects to access, correct, or delete their personal information and supports the right to be forgotten.
SignalHire is CCPA-compliant and provides California residents the right to know, access, opt out, and request deletion of their personal data.