John has over 15 years experience in the institutional marketplace. He began his career at First Union as a security analyst valuing closely held business. From there, he moved over to the Corporate and Institutional Trust group where he worked as a Relationship Manager, managing national accounts, then was Manager for the Southeast office. John then stepped into a sales role where he called on national accounts helping them with their overall investment programs, selling a variety of products including custody and securities lending.
Prior to joining FinTech John worked with TD Ameritrade. John's role with FinTech Securities is to grow the overall client base and work with existing clients on meeting their trading needs.
John graduated from Canisius College where he was a member of the men's basketball team and then worked as a college basketball and golf coach while earning his MBA from Penn State Erie - The Behrend College. John and his wife spend a majority of their free time coaching or watching their two children in a variety of sports, traveling, and multiple outdoor activities.
Licenses: Series 7, 66