Specialties: Broker-Dealer Compliance, Training Director, Financial Writer, Marketing Management
Extensive financial service experience including marketing, compliance and training positions at major commercial banks, investment banks, insurance companies, mutual fund companies and securities regulators.
Specialties: Broker-Dealer Compliance, Training Director, Financial Writer, Marketing Management
In his former role as Financial Planning Content Manager, John created white paper content, providing thought leadership, acting as a bridge between Marketing and Planner Training, and acting as the SME on financial planning topics.
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