John Boccomino Email & Phone Number
RIA Client Services Operations Manager @ Secure Financial Group
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John Boccomino Location
- Detroit, MI, US
John Boccomino Work
- RIA Client Services Operations Manager @ (March 2021 - Present)
- Wealth Management Services Team Lead @ (January 2020 - January 2021)
- Mutual Fund Trading Operations Supervisor @ (January 2017 - January 2019)
- Assistant Vice President @ (January 2013 - January 2016)
- Operations Manager- Trading and Share Settlements Team- Employee Stock Purchase and Option Plans @ (January 2001 - January 2013)
- Assistant Treasurer and Operations Officer @ (January 2001 - January 2011)
- Account Manager, NAIC Stock Service Program @ MMS Securities, LLC (January 1998 - January 2001)
John Boccomino Education
- Walsh College
Bachelor of Business Administration (BBA) (Finance)
- De La Salle Collegiate High School
John Boccomino Skills
- Equity Compensation
- Project Management
- Financial Services
- Cross Functional Team Building
- Change Management
- Risk Management
- Process Improvement
- Vendor Management
- Bank Reconciliation
- Customer Satisfaction
- Mergers & Acquisitions
- Portfolio Management
- Equities
- Accounting
- Investments
- Leadership
- Team Building
- Management
- Training
- Financial Analysis
- Alternative Investments
- Series 7
- Mutual Funds
- Finance
- Relationship Management
- Business Analysis
- Securities
- Wealth Management
- Banking
- Trading
- Business Process Improvement
- Business Relationship Management
- Team Leadership
- Mutual Fund
John Boccomino Summary
- John Boccomino, based in Detroit, MI, US, is currently a RIA Client Services Operations Manager at Secure Asset Management, LLC, & Secure Investors Group. John Boccomino brings experience from previous roles at Hoover and Associates Financial Services, Inc., Raymond James, Comerica Bank and Computershare. John Boccomino holds a Bachelor of Business Administration (BBA) in Finance @ Walsh College. With a robust skill set that includes Equity Compensation, Project Management, Financial Services, Cross Functional Team Building, Change Management and more. John Boccomino has 2 emails and 1 mobile phone numbers on RocketReach.
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