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John Desimone Location
Boston, MA, US
John Desimone Work
2021 -now Managing Director and General Counsel Peddock Capital Advisors, LLC @
2018 -2021 Partner @ Dakota Wealth Management LLC
2006 -2018 Managing Partner @
2002 -2006 Founder and President @ CastleGuard Wealth Management
John Desimone Education
Boston University
LL.M. in Taxation
Bryant University
University of Baltimore
JD/MBA
John Desimone Skills
Private Placements
Business Brokerage
Finance
Public Speaking
Investments
IRAs
Investment Advisory
Customer Service
Hedge Funds
Investment Strategies
Investment Management
Exit Strategies
Leadership
Venture Capital
Microsoft Excel
Wealth
Roth IRA
John Desimone Summary
John Desimone, based in Boston, MA, US, is currently a Managing Director and General Counsel Peddock Capital Advisors, LLC at Peddock Capital Advisors LLC. John Desimone brings experience from previous roles at Dakota Wealth Management LLC, Oakmont Partners and CastleGuard Wealth Management. John Desimone holds a LL.M. in Taxation @ Boston University. With a robust skill set that includes Private Placements, Business Brokerage, Finance, Public Speaking, Investments and more. John Desimone has 1 emails and 1 mobile phone numbers on RocketReach.
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