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John Blair Location
Chadds Ford, PA, US
John Blair Work
2009 -now Co-Founder, Director of Client Relations and Sales @
2008 -2009 Vice President @ Clermont Wealth Strategies - Fulton Bank
2004 -2008 Portfolio Manager @
1989 -2004 Vice President @
1989 -1990 Manager @ Philadelphia National Bank
John Blair Education
Millersville University of Pennsylvania
BA (Economics)
1984-1988
Ridley High School 1980-1984
John Blair Skills
Series 7
Wealth Management
Investments
Series 63
Investment Advisory
Asset Allocation
Portfolio Management
Asset Managment
Series 65
Retirement Planning
Fixed Income
Securities
Equities
Microsoft Office
Research
Microsoft Word
Microsoft Excel
Public Speaking
John Blair Summary
John Blair, based in Chadds Ford, PA, US, is currently a Co-Founder, Director of Client Relations and Sales at DT Investment Partners, LLC. John Blair brings experience from previous roles at Clermont Wealth Strategies - Fulton Bank, The Haverford Trust Company, Wachovia and Philadelphia National Bank. John Blair holds a 1984 - 1988 BA in Economics @ Millersville University of Pennsylvania. With a robust skill set that includes Series 7, Wealth Management, Investments, Series 63, Investment Advisory and more. John Blair has 2 emails and 4 mobile phone numbers on RocketReach.
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