John Benedetto Email & Phone Number
President - Wealth Manager
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John Benedetto Location
- Topsfield, MA, US
John Benedetto Work
- President - Wealth Manager @ Laurel Wealth Management, Inc. (June 2023 - Present)
- Sr. Managing Director, Investments @ (October 2022 - June 2023)
- Sr. Vice President and Investments @ (January 2020 - September 2022)
- Senior Vice President and Investments @ (January 2020 - September 2022)
- Senior Vice President and Investments, Financial Advisor @ (December 2015 - January 2020)
- Managing Director @ (July 2012 - December 2015)
- Vice President @ (September 2010 - June 2012)
- President @ Falcon Wealth Management, Inc. (October 2007 - September 2010)
- First Vice President @ (August 2004 - October 2007)
- Vice President @ Smith Barney (June 1999 - August 2004)
- Financial Advisor @ (April 1996 - June 1999)
John Benedetto Education
- Bentley University
Bachelor of Science (B.S.) (Accounting)
1986-1990
John Benedetto Skills
- Series 7
- Series 63
- Equities
- Securities
- Wealth Management
- Portfolio Management
- Mutual Funds
- Investments
- Alternative Investments
- Hedge Funds
- Retirement Planning
- Capital Markets
- Fixed Income
- Asset Allocation
- Trading
- Investment Advisory
- Public Speaking
- Securities Regulation
- Sales
- Microsoft Office
- Financial Analysis
- Financial Reporting
John Benedetto Summary
- John Benedetto, based in Topsfield, MA, US, is currently a President - Wealth Manager at Laurel Wealth Management, Inc.. John Benedetto brings experience from previous roles at B. Riley Wealth Management, National Securities Corporation and Janney Montgomery Scott, LLC. John Benedetto holds a 1986 - 1990 Bachelor of Science (B.S.) in Accounting @ Bentley University. With a robust skill set that includes Series 7, Series 63, Equities, Securities, Wealth Management and more. John Benedetto has 2 mobile phone numbers on RocketReach.
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