Sales Director, RIC - New Jersey @ (April 2019 - November 2021)
Sales Director, De-Channelized Cleveland and Pittsburg @ (March 2008 - April 2019)
Asset Retention Consultant @ (November 2004 - February 2008)
VP Personal Banker @ (February 2003 - December 2003)
John Callender Education
Stony Brook University
BS (Economics)
1994-1998
John Callender Skills
529 Plans
Alternative Investments
Asset Allocation
Asset Management
Asset Managment
Closed-end Funds
Equities
Finance
Financial Services
Hedge Funds
Investments
Mutual Funds
Portfolio Management
Retirement
Retirement Planning
SMA
Separately Managed Accounts
Series 63
Series 7
Strategic Financial Planning
Wealth Management
John Callender Summary
John Callender, based in New York, NY, US, is currently a VP - Senior Advisor Consultant at Franklin Templeton. John Callender brings experience from previous roles at Legg Mason, Diversified and JPMorgan Chase. John Callender holds a 1994 - 1998 BS in Economics @ Stony Brook University. With a robust skill set that includes 529 Plans, Alternative Investments, Asset Allocation, Asset Management, Asset Managment and more. John Callender has 2 emails and 1 mobile phone numbers on RocketReach.
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