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John Conte Location
Concord, MA, US
John Conte Work
2019 -now Founder and Principal @
2013 -now CERTIFIED FINANCIAL PLANNER™ @
2011 -2013 Director - Product Development @
2002 -2010 Financial Advisor and Field Leader @
John Conte Education
The American College 2008-2012
Quinnipiac University
Bachelor's Degree
1998-2002
CERTIFIED FINANCIAL PLANNER™
John Conte Skills
Life
Microsoft Office
Life Insurance
Financial Statement Analysis
Finra Series 66
Finra Series 7
Series 7
Financial Planning
Financial Analysis
Retirement
Relationship Management
Business Development
Financial Advisory
Investments
Sales Management
Project Management
Wealth Management
Product Development
Insurance
Life and Health Insurance Licensed
Strategic Financial Planning
Retirement Planning
Public Speaking
FINRA
John Conte Summary
John Conte, based in Concord, MA, US, is currently a Founder and Principal at Oliver Capital Management. John Conte brings experience from previous roles at Hornor, Townsend & Kent, New York Life Insurance Company and Northwestern Mutual. John Conte holds a 2008 - 2012 The American College. With a robust skill set that includes Life, Microsoft Office, Life Insurance, Financial Statement Analysis, Finra Series 66 and more. John Conte has 3 emails on RocketReach.
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