John Alessi Email & Phone Number
Wealth Advisor VP at Citizens Wealth Management @ Citizens Securities, Inc.
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John Alessi Location
- Boston, MA, US
John Alessi Work
- Wealth Advisor VP at Citizens Wealth Management @ (August 2009 - Present)
- Vice President Citizens Private Client Financial Advisor @ (August 2009 - February 2026)
- Regional Marketing Director @ (August 2008 - May 2009)
- External Wholesaler,Regional Marketing Director @ Putnam Investments (January 1996 - January 2008)
John Alessi Skills
- Investments
- Retirement
- Retirement Planning
- Uniform Combined State Law
- Wealth Management
- Alternative Investments
- Asset Management
- Series 65
- Separately Managed Accounts
- FINRA
- Sales
- Series 7
- Financial Services
- Business Development
- Mutual Funds
- Social Media
- 529 Plans
- Series 63
- Asset Managment
- Asset Allocation
- ETFs
- Fixed Annuities
- Variable Annuities
- Series 6
- Team Building
John Alessi Summary
- John Alessi, based in Boston, MA, US, is currently a Wealth Advisor VP at Citizens Wealth Management at Citizens Wealth Management. John Alessi brings experience from previous roles at Citizens, Lincoln National and Putnam Investments. With a robust skill set that includes Investments, Retirement, Retirement Planning, Uniform Combined State Law, Wealth Management and more. John Alessi has 1 emails and 1 mobile phone numbers on RocketReach.
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