John Blood Email & Phone Number
Chief Investment Officer
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John Blood Location
- Austin, TX, US
John Blood Work
- Chief Investment Officer @ PlanWise Financial Group (May 2020 - Present)
- SVP, Advisory Services and Solutions @ Ladenburg Thalmann (January 2018 - November 2019)
- CEO and Chief Investment Officer @ JJCC Financial, Inc. (February 2017 - January 2018)
- Partner @ (January 2016 - January 2018)
- President and Owner @ Disciplined Wealth Strategies, Inc. (January 2013 - December 2015)
- Vice President @ (January 2010 - January 2013)
- Chief Market Strategist @ Commonwealth Financial (September 2000 - December 2009)
- Analyst @ (January 1999 - January 2000)
- Mutual Fund Accounting Supervisor @ Investors Bank & Trust (January 1997 - January 1998)
- Project Engineer @ (January 1993 - January 1997)
- Project Engineer @ Plainfield Pixley Richards Inc. (January 1991 - January 1993)
- Design Engineer @ Cortron/Amkey (January 1990 - January 1992)
John Blood Education
- Boston College Carroll School of Management
MBA/MSF (Finance)
2000-2003 - Rensselaer Polytechnic Institute
BS (Mechanical Engineering)
1986-1990
John Blood Skills
- Alternative Investments
- Analytical Skills
- Asset Allocation
- Asset Management
- Capital Markets
- Due Diligence
- ETFs
- Finance
- Financial Advisory
- Financial Analysis
- Financial Markets
- Financial Planning
- Financial Services
- Investment Advisory
- Investment Management
- Investment Strategies
- Investments
- Mutual Funds
- Portfolio Management
- Retirement Planning
- Separately Managed Accounts
- Series 7
- Strategic Financial Planning
- Trading
- Wealth
- Wealth Management
- Wealth Management Services
- Microsoft Office
- Customer Service
- Management
- Project Management
- Business Strategy
John Blood Summary
- John Blood, based in Austin, TX, US, is currently a Chief Investment Officer at PlanWise Financial Group. John Blood brings experience from previous roles at Ladenburg Thalmann, JJCC Financial, Inc., Efficient Advisors, LLC and Disciplined Wealth Strategies, Inc.. John Blood holds a 2000 - 2003 MBA/MSF in Finance @ Boston College Carroll School of Management. With a robust skill set that includes Alternative Investments, Analytical Skills, Asset Allocation, Asset Management, Capital Markets and more. John Blood has 1 emails and 2 mobile phone numbers on RocketReach.
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