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John Caswell Location
Baton Rouge, LA, US
John Caswell Work
2013 -now Investment Advisor @
2013 -now President and Managing Principal @
2011 -2013 Partner @
2007 -2009 President's Council Chairman @
2000 -2009 Branch Manager @
John Caswell Skills
Leadership Development
Professional Development
Life Insurance
Insurance
Staff Development
Disability Insurance
Estate Planning
Team Building
Public Speaking
Whole Life
Retirement Planning
IRAs
401k
Small Business
Retirement
Financial Services
Employee Benefits
Leadership
Finance
Pensions
Managerial Finance
Sales
Executive Management
Cross functional team leadership
Income Tax Consulting
Business Succession Planning
Business Tax Consulting
Executive Benefit Strategies
Qualified Retirement Plans
401k Rollovers
Charitable Planned Giving
Charitable Trusts
Charitable Giving
Charitable Gift Planning
Legacy Planning
Corporate Education
Budgeting Consultant
Budgeting
Corporate Budgeting
Budgeting & Forecasting
Planning Budgeting & Forecasting
John Caswell Summary
John Caswell, based in Baton Rouge, LA, US, is currently a President and Managing Principal at Iron Horse Financial. John Caswell brings experience from previous roles at Park Avenue Securities, New York Life Insurance Company and Torchmark Corporation. With a robust skill set that includes Leadership Development, Professional Development, Life Insurance, Insurance, Staff Development and more. John Caswell has 2 emails and 2 mobile phone numbers on RocketReach.
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