John Assad Email & Phone Number
Director, Financial Advisor at Truist Investment Services Inc., Truist Wealth @ SunTrust Investment Services, Inc.
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John Assad Location
- Alpharetta, GA, US
John Assad Work
- 2021 - now Director, Financial Advisor at Truist Investment Services Inc., Truist Wealth @
- 1999 - 2021 Managing Director Wealth Management @
- 1999 - 2014 Financial Advisor, SVP @
- 1986 - 1994 Financial Advisor @
John Assad Education
- California State University-Northridge
Bachelor of Business Administration (BBA) (Business, Management, Marketing, and Related Support Services)
1989 - 1995 - Oglethorpe University
Certified financial planner
John Assad Skills
- Financial Analysis
- Leadership
- Marketing
- Retirement Planning
- Series 7
- Financial Planning
- Financial Advisory
- Securities
- Underwriting
- Investments
John Assad Summary
- John Assad, based in Alpharetta, GA, US, is currently a Director, Financial Advisor at Truist Investment Services Inc., Truist Wealth at Truist Investment Services, Inc.. John Assad brings experience from previous roles at Suntrust Investment Services, Inc., Wells Fargo Advisors and Bank of America. John Assad holds a 1989 - 1995 Bachelor of Business Administration (BBA) in Business, Management, Marketing, and Related Support Services @ California State University-Northridge. With a robust skill set that includes Financial Analysis, Leadership, Marketing, Retirement Planning, Series 7 and more. John Assad has 2 emails and 1 mobile phone numbers on RocketReach.
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