John Archbold Email & Phone Number
Client Portfolio Manager @ Aptus Capital Advisors
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John Archbold Location
- Philadelphia, PA, US
John Archbold Work
- 2024 - now Client Portfolio Manager @
- 2023 - 2024 Portfolio Manager @
- 2020 - 2023 Client Portfolio Manager @
- 2019 - 2020 Associate Client Portfolio Manager @
- 2018 - 2019 Client Portfolio Analyst @
- 2017 - 2018 Internal Sales Manager @
- 2016 - 2017 Sales Desk Manager @
- 2012 - 2015 Internal Sales Consultant @
- 2011 - 2012 Private Banker @
- 2008 - 2010 Regional Marketing Director @
- 2006 - 2008 Internal Wholesaler @
- 2005 - 2006 Sales Coordinator @
John Archbold Education
- Syracuse University
Bachelor of Arts (B.A.) (Political Science and Government)
2001 - 2005
John Archbold Skills
- Series 7
- Alternative Investments
- Mutual Funds
- Series 63
- Investments
- Portfolio Management
- Asset Management
- Asset Allocation
- Financial Services
- Securities
- ETFs
- Investment Strategies
- Fixed Income
- Equities
- Financial Modeling
- Series 6
- Wealth Management
- Retirement Planning
- Separately Managed Accounts
- Hedge Funds
- Marketing
- Sales
- Sales Management
- Project Management
- Financial Analysis
- Retirement
- Investment Advisory
- Financial Planning
- Series 24
John Archbold Summary
- John Archbold, based in Philadelphia, PA, US, is currently a Client Portfolio Manager at Aptus Capital Advisors. John Archbold brings experience from previous roles at Brinker Capital Investments and Clark Capital Management Group. John Archbold holds a 2001 - 2005 Bachelor of Arts (B.A.) in Political Science and Government @ Syracuse University. With a robust skill set that includes Series 7, Alternative Investments, Mutual Funds, Series 63, Investments and more. John Archbold has 2 emails on RocketReach.
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