Institutional Marketing Senior Manager of Operations and Compliance @ (January 2018 - December 2019)
Concierge Services Manager of Operations and Fiscal Planning @ (July 2015 - January 2018)
Concierge Services Line Manager @ (October 2012 - July 2015)
Flagship Select Client Manager @ (March 2011 - October 2012)
Concierge Services Line Manager @ (April 2009 - March 2011)
John Berkowitz Education
Boston University
Bachelor's degree (Sociology)
1997-2001
John Berkowitz Skills
Series 63
Series 6
Retirement
Series 7
Mutual Funds
Financial Services
Investments
401k
FINRA
Retirement Planning
Series 24
ETFs
Relationship Management
Concierge Services
Leadership
Asset Allocation
Project Management
Operations Management
Sales Management
Sales Operations
Business Relationship Management
PowerPoint
Marketing
Training
Management
John Berkowitz Summary
John Berkowitz, based in Philadelphia, PA, US, is currently a Global Brand Marketing Senior Manager of Operations at Vanguard. John Berkowitz brings experience from previous roles at Vanguard. John Berkowitz holds a 1997 - 2001 Bachelor's degree in Sociology @ Boston University. With a robust skill set that includes Series 63, Series 6, Retirement, Series 7, Mutual Funds and more. John Berkowitz has 3 emails and 1 mobile phone numbers on RocketReach.
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