John S.

John S. has a diverse work experience in the financial sector. John started their career as a Financial Representative at Fidelity Investments in November 2011 and worked there until August 2012. John then became an Investment Representative from September 2012 to October 2013, before transitioning into a role as a Financial Consultant from October 2013 to June 2015.

In 2015, John joined Pinnacle Investment Management Inc. as a Financial Advisor, where they worked until December 2018.

From January 2019 to January 2020, John worked as a Financial Advisor at Connecticut Wealth Management, LLC, providing independent and objective fee-based financial planning and investment advisory services.

In January 2020, John was promoted to the role of Senior Financial Advisor at Connecticut Wealth Management, LLC, and later in January 2021, they became the Assistant Director of the Investment Committee while still maintaining their senior role.

Overall, John S. has gained extensive experience in financial advising and wealth management throughout their career.

John S. began their education at Trinity Pawling from 2002 to 2006, although no degree or field of study is provided. John then went on to attend Fordham University from 2006 to 2010, where they obtained a Bachelor of Arts degree. The specific field of study is not mentioned. Later, in 2015, John enrolled at The American College of Financial Services, where they are currently pursuing a Master of Financial Services degree. It is not specified when they will complete this degree. Additionally, John has obtained the Certified Financial Planner (CFP) designation from the CFP Board, although the exact date of certification is not mentioned.