John Brody Email & Phone Number
Wealth Planner @ Ballentine Partners, LLC
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John Brody Location
- Dedham, MA, US
John Brody Work
- 2024 -now Wealth Planner @
- 2016 -2024 Instructor @
- 2022 -2024 Senior Category Manager @
- 2019 -2022 Category Manager @
- 2018 -2019 Associate Director, Global Business Development @
- 2015 -2018 Senior Associate, Global Business Development @
- 2013 -2015 Client Associate @
- 2011 -2013 Documentation and Registration Specialist @
- 2010 -2010 District Manager @
- 2010 -2010 Network Management Intern @
- 2009 -2009 Aid to Representative @ Massachusetts State House
- 2008 -2008 Fund Accounting Intern @
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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Top Ballentine Partners, LLC Employees
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Jennifer Eaton
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Aaron MacDougall
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Elliot Rotstein
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Christopher Chandler
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Barry Tubman
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Jessica Minty
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Drew McMorrow
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Sheila Lawrence
Partner and Senior Client Advisor
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Ryan McManus
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Kim Ayer
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Ben Daly
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