JD

John Dunn

Client Planning Associate - Clearstead (formerly Hartland) at Clearstead

John Dunn is a Client Planning Associate at Clearstead, where responsibilities include providing analytical support for tax, financial planning, and investment management services, as well as planning and compliance for clients since February 2015. Prior to this role, John served as an Assistant Men's Soccer Coach at Marietta College from July 2012 to July 2014, contributing to daily practice organization and team management while also pursuing 150 credit hours necessary for the CPA exam. John began their career as a Staff Accountant at London Financial Group, Inc., from December 2009 to May 2012. An alumnus of Marietta College, John earned a Bachelor's Degree in Accounting between 2004 and 2009.

Links