John Sousa

John Sousa: Email & Phone Number

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Client Operations Specialist at Balboa Wealth Partners, Inc.|San Diego Metropolitan Area, United States

Position:

Client Operations Specialist at Balboa Wealth Partners, Inc.

Location:

San Diego Metropolitan Area, United States

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Last updated: 2026-11-04
Updated: 2026-11-04

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Current work details
DepartmentFinancial Services, Higher Education
Availability
TimezonePST
Best time to contact12:00 PM – 4:00 PM
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Work Experience 3 years

Client Operations Specialist at Balboa Wealth Partners, Inc.

Aug 2026 - Current

Portfolio Manager at Creighton University Student Portfolio

May 2026 - Current

Donor Relations Representative at Creighton University

Jan 2025 - Current

Wealth Management Intern at After-Tax Wealth Management

Jun 2025 - Aug 2025

District Office Intern at Office of County Supervisor Joel Anderson

Jan 2023 - Feb 2023

John Sousa started working in 2023, then the employee has changed 4 companies and 4 jobs. On average, John Sousa works for one company for 7 months.

Their professional focus is Bloomberg Terminal, Client Services, and Collaborative Problem Solving across 3 core areas.

John holds Investment Foundations Certificate certifications and has been awarded Dean’s List

Education

Bachelor of Business Administration - BBA at Creighton University's Heider College of Business

St. Augustine High School

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