John Archbold Email & Phone Number
Client Portfolio Manager @ Aptus Capital Advisors
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John Archbold Location
- Philadelphia, PA, US
John Archbold Work
- Client Portfolio Manager @ (May 2024 - Present)
- Portfolio Manager @ (September 2023 - May 2024)
- Client Portfolio Manager @ (February 2020 - August 2023)
- Associate Client Portfolio Manager @ (February 2019 - February 2020)
- Client Portfolio Analyst @ (February 2018 - February 2019)
- Internal Sales Manager @ (January 2017 - February 2018)
- Sales Desk Manager @ (January 2016 - January 2017)
- Internal Sales Consultant @ (December 2012 - December 2015)
- Private Banker @ (December 2011 - August 2012)
- Regional Marketing Director @ (April 2008 - April 2010)
- Internal Wholesaler @ (August 2006 - March 2008)
- Sales Coordinator @ (October 2005 - July 2006)
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 and 1 mobile phone numbers on RocketReach.
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