John Bunch Location
- Indianapolis, IN, US
John Bunch Work
- 2023 - now Chief Executive Officer @
- 2020 - 2023 Chief Financial Services Director @
- 2019 - 2019 Chief Executive Officer @
- 2016 - 2019 Executive Vice President and Chief Operating Officer; President, Financial Engines Advisors L.L.C. @
- 2012 - 2016 Chief Executive Officer @ The Mutual Fund Store (acquired by Financial Engines in February 2016)
- 2007 - 2012 President, Retail Distribution @
- 2006 - 2007 Head of Branches @
- 2004 - 2006 Executive Vice President Branch Distribution @
- 2001 - 2004 Divisional Senior Vice President @
- 2000 - 2001 Senior Vice President - Advice Marketing and Product Development @
- 1995 - 2000 Senior Vice President - Head of Development and Training @
- 1993 - 1995 Vice President and Branch Manager @
John Bunch Education
- University of Michigan - Stephen M. Ross School of Business
(Michigan Executive Program)
2010 - 2010 - University of Iowa
John Bunch Skills
- Strategic Planning
- Leadership
- Sales
- Management
- Program Management
- Series 63
- Investments
- Securities
- Series 7
- Retirement
- Financial Advisory
- Wealth Management
- Training
- Investment Advisory
- Marketing
- Strategic Leadership
- Recruiting
- Options
- Advertising
- Financial Services
- Asset Allocation
- Equities
- Strategic Financial Planning
- Risk Management
- Product Management
- Retail
- Customer Service
- Mutual Funds
- Product Development
- Organizational Design
- Networking
- Asset Management
- 401k
- Retirement Planning
- IRAs
- Alternative Investments
- Project Planning
- Portfolio Management
- Social Media
- Microsoft Excel
- Services
- Public Speaking
- Team Building
- Business Development
- Strategy
John Bunch Summary
- John Bunch, based in Indianapolis, IN, US, is currently a Chief Executive Officer at Allworth Financial. John Bunch brings experience from previous roles at Evelyn Partners, VeriShip, Financial Engines and The Mutual Fund Store (acquired by Financial Engines in February 2016). John Bunch holds a 2010 - 2010 University of Michigan - Stephen M. Ross School of Business. With a robust skill set that includes Strategic Planning, Leadership, Sales, Management, Program Management and more. John Bunch has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Allworth Financial Employees
John Bunch
Chief Executive Officer
Indianapolis, IN, US
Chris Oddy
Chief Financial Officer
Texas, United States
Pete Engelken
Chief Operating Officer
Sacramento, CA, US
Barry Greenberg
Chief Legal Officer
Texas, United States
Andrew Stout
Chief Investment Officer
United States
Jacob Dahlen
VP - Finance Business Partnering
Minneapolis, MN, US
Jake Wedemeyer
Regional Vice President, Wealth Management Consultant
Texas, United States
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