John Cwikla Email & Phone Number
Market Director @ Vanguard
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John Cwikla Location
- Gilbertsville, PA, US
John Cwikla Work
- 2026 -now Market Director @
- 2012 -now Sales Executive @
- 2011 -2012 Sales Manager @
- 2008 -2011 Internal Sales Executive @
- 2003 -2008 Financial Advisor @
- 1999 -2003 Financial Advisor @
- 1997 -1999 CPA, Senior Accountant @ Kreischer, Miller & Co.
- 1996 -1997 CPA, Staff Accountant @
- 1996 -1997 Staff Accountant @
John Cwikla Education
- Penn State Great Valley
MBA (Business Administration)
2004-2007 - Temple University
BBA (Accounting)
1992-1996 - Fox School of Business at Temple University
John Cwikla Skills
- Series 63
- Series 7
- Mutual Funds
- ETFs
- Asset Allocation
- Investments
- Series 6
- 401k
- Wealth Management
- Investment Strategies
- Strategic Financial Planning
- Investment Advisory
- Series 24
- Retirement Planning
- Asset Managment
- Portfolio Management
- Retirement
- Alternative Investments
- Series 65
- Securities
- Finance
- Financial Services
- Relationship Management
- Asset Management
- Financial Planning
- CFP
John Cwikla Summary
- John Cwikla, based in Gilbertsville, PA, US, is currently a Market Director at Vanguard. John Cwikla brings experience from previous roles at Vanguard and Wachovia Securities. John Cwikla holds a 2004 - 2007 MBA in Business Administration @ Penn State Great Valley. With a robust skill set that includes Series 63, Series 7, Mutual Funds, ETFs, Asset Allocation and more. John Cwikla has 4 emails and 1 mobile phone numbers on RocketReach.
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