2013 -
2018 Managing Director, Pershing and Chairman, Lockwood Advisors, Inc. (Member, Pershing Exec. Committee) @
2007 -
2012 Senior Vice President and Chairman @
2005 -
2007 Managing Director @
2003 -
2005 Director, National Accounts and Strategic Advisory Group @ Lord Abbett
1980 -
2003 Senior Vice-President @ Merrill Lynch
John Brett Education
Lewis University
Bachelor of Arts - BA (Business Administration)
John Brett Skills
Alternative Investments
Asset Allocation
Asset Management
Asset Managment
Banking
Disability Insurance
Financial Advisory
Financial Services
Fixed Annuities
Fixed Income
Insurance
Investment Advisory
Investments
Leadership Development
Mutual Funds
Portfolio Management
Retirement
Retirement Planning
Securities
Series 63
Series 7
Strategic Financial Planning
Team Management
Vendor Management
401k
Wealth Management
John Brett Summary
John Brett, based in New York, NY, US, is currently a President Retail Wealth Management at Voya Financial. John Brett brings experience from previous roles at Impact Learning Atlanta, Independent Consultant and Vigilant. John Brett holds a Bachelor of Arts - BA in Business Administration @ Lewis University. With a robust skill set that includes Alternative Investments, Asset Allocation, Asset Management, Asset Managment, Banking and more. John Brett has 3 emails on RocketReach.
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