John Brody Email & Phone Number
Wealth Planner @ Ballentine Partners, LLC
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John Brody Location
- Dedham, MA, US
John Brody Work
- Wealth Planner @ (December 2024 - Present)
- Instructor @ (March 2016 - October 2024)
- Senior Category Manager @ (August 2022 - January 2024)
- Category Manager @ (May 2019 - August 2022)
- Associate Director, Global Business Development @ (January 2018 - May 2019)
- Senior Associate, Global Business Development @ (April 2015 - January 2018)
- Client Associate @ (September 2013 - April 2015)
- Documentation and Registration Specialist @ (June 2011 - August 2013)
- District Manager @ (May 2010 - November 2010)
- Network Management Intern @ (June 2010 - August 2010)
- Aid to Representative @ Massachusetts State House (May 2009 - August 2009)
- Fund Accounting Intern @ (June 2008 - August 2008)
John Brody Education
- Franklin & Marshall College
Bachelor of Arts (B.A.) (Government)
2007-2011
John Brody Skills
- Portfolio Management
- Presentation Development
- Trade Fund Management
- Partner Relationship Management
- Emerging Markets
- Business Development
- Private Wealth Management
- Innovation Management
- Strategic Prospecting
- Strategic Partner Relationship Management
- Innovation Development
- Design Thinking
- Continuing Professional Development
- Lean Startup
- Business Strategy
- Category Management
- Supplier Relationship Management
- Go-to-Market Strategy
- E-Commerce
- Culture Change
- Creativity and Innovation
- Relationship Building
- Team Leadership
- Organizational Culture
- Creative Problem Solving
- Customer Service
- International Relations
- Capital Markets
- Statistics
- Global Custody
- Foreign Investment
- Securities
- Asset Allocation
- Mutual Funds
- Investment Advisory
- Banking
- Microsoft Office
- Notary Public
- Fixed Income
- Investments
- Microsoft Excel
- Microsoft Word
- PowerPoint
- Mergers & Acquisitions (M&A)
- Financial Modeling
- Development
- Global Business Development
- Advisory
- Investment Management
John Brody Summary
- John Brody, based in Dedham, MA, US, is currently a Wealth Planner at Ballentine Partners, LLC. John Brody brings experience from previous roles at Harvard Extension School, Wayfair and Cambridge Associates. John Brody holds a 2007 - 2011 Bachelor of Arts (B.A.) in Government @ Franklin & Marshall College. With a robust skill set that includes Portfolio Management, Presentation Development, Trade Fund Management, Partner Relationship Management, Emerging Markets and more. John Brody has 2 emails and 1 mobile phone numbers on RocketReach.
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