John Bunch Email & Phone Number
Chief Executive Officer @ Allworth Financial
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John Bunch Location
- Indianapolis, IN, US
John Bunch Work
- Chief Executive Officer @ (November 2023 - Present)
- Chief Financial Services Director @ (September 2020 - October 2023)
- Chief Executive Officer @ (July 2019 - December 2019)
- Executive Vice President and Chief Operating Officer; President, Financial Engines Advisors L.L.C. @ (February 2016 - July 2019)
- Chief Executive Officer @ The Mutual Fund Store (acquired by Financial Engines in February 2016) (February 2012 - February 2016)
- President, Retail Distribution @ (June 2007 - February 2012)
- Head of Branches @ (January 2006 - June 2007)
- Executive Vice President Branch Distribution @ (January 2004 - January 2006)
- Divisional Senior Vice President @ (January 2001 - January 2004)
- Senior Vice President - Advice Marketing and Product Development @ (January 2000 - January 2001)
- Senior Vice President - Head of Development and Training @ (January 1995 - January 2000)
- Vice President and Branch Manager @ (January 1993 - January 1995)
John Bunch Education
- University of Michigan - Stephen M. Ross School of Business
Michigan Executive Program (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 Michigan Executive Program in Michigan Executive Program @ 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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