John Wallace

John Wallace: Email & Phone Number

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Incoming Associate Financial Advisor at Blue Ocean Wealth Solutions|Southampton, New York, United States

Position:

Incoming Associate Financial Advisor at Blue Ocean Wealth Solutions

Location:

Southampton, New York, United States

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Last updated: 2026-08-25
Updated: 2026-08-25

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Work Experience 9 years

Incoming Associate Financial Advisor at Blue Ocean Wealth Solutions

Jul 2026 - Current

Sales Intern at Great Atlantic Finance Corporation

May 2024 - Aug 2024

Equity Research Analyst at Morningstar

Mar 2024 - May 2024

Accounting Intern at Tsamutalis & Company

Jun 2023 - Jul 2023

Summer Camp Counselor at Future Stars Camps

Jun 2017 - Aug 2020

John Wallace started working in 2017, then the employee has changed 4 companies and 4 jobs. On average, John Wallace works for one company for 9 months.

Their professional focus is Bloomberg, Customer Service, and Easily Adaptable across 3 core areas.

John holds Series 66 and Securities Industry Essentials (SIE) certifications.

Education

Bachelor of Business Administration at Bucknell University

Northern Highlands Regional High School

Study Abroad Program at University of Technology Sydney

John Wallace Namesakes

Name
Company
Position
John Wallace
Fireside Wood Fired Pizza & Cafe
Cook
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John Wallace
igMedical
Manager — Marketing, Business Development, Operations
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John Wallace
Service Coordinator
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