John Burkey Email & Phone Number
Regional Vice President, Mutual Funds @ Transamerica
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John Burkey Location
- Berwyn, PA, US
John Burkey Work
- Regional Vice President, Mutual Funds @ (April 2021 - Present)
- Regional Vice President, Public Securities Group @ Brookfield Asset Management (November 2017 - February 2021)
- Regional Sales Director @ (May 2016 - May 2017)
- Regional Director @ (January 2015 - May 2016)
- Eastern Division Team Lead @ (January 2014 - January 2015)
- Sales Consultant @ (August 2007 - December 2013)
- Retirement Plan Specialist @ (September 2005 - August 2007)
- Communication Associate @ (January 2005 - September 2005)
John Burkey Education
- West Chester University of Pennsylvania
Bachelor of Arts (Communication Studies)
2001-2005 - Conestoga High School 1998-2001
John Burkey Skills
- Mutual Funds
- Investments
- Series 7
- Asset Allocation
- Asset Management
- Financial Services
- Wealth Management
- 401k
- Investment Strategies
- Portfolio Management
- Marketing
- Alternative Investments
- Sales Process
- Financial Markets
- Lead Generation
- Investment Advisory
- Investment Management
- Sales Presentations
- sales
- Direct Sales
- Building Relationships
- Business Relationship Management
- Client Services
- Consulting
- Customer Relationship Management (CRM)
- ETFs
- Equities
- Fixed Income Strategies
- Investment Advisory Services
- Leadership
- Partner Relationship Management
- Real Estate Investment Consulting
- Relationship Building
- Relationship Management
- Retirement
- Retirement Plan Consulting
- Salesforce.com
- Separately Managed Accounts
- Series 6
- Series 65
- Strategic Communications
- Team Leadership
- Wealth Management Services
- Series 63
- Business Development
- Business Analysis
- Customer Service
John Burkey Summary
- John Burkey, based in Berwyn, PA, US, is currently a Regional Vice President, Mutual Funds at Transamerica. John Burkey brings experience from previous roles at Brookfield Asset Management, Highland Capital Management, L.P. and Delaware Investments. John Burkey holds a 2001 - 2005 Bachelor of Arts in Communication Studies @ West Chester University of Pennsylvania. With a robust skill set that includes Mutual Funds, Investments, Series 7, Asset Allocation, Asset Management and more. John Burkey has 2 emails and 2 mobile phone numbers on RocketReach.
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