Vice President, Intermediary Business Development @ (August 2019 - February 2020)
Regional Retirement Consultant @ (December 2017 - August 2019)
Regional Sales Consultant @ (December 2016 - November 2017)
Planning and Guidance Consultant II @ (October 2016 - December 2016)
WPS Service Delivery Manager @ (July 2015 - September 2016)
Guidance Support Specialist @ (January 2015 - July 2015)
Planning and Guidance Consultant II @ (July 2014 - January 2015)
Planning and Guidance Consultant I @ (November 2013 - June 2014)
Defined Contribution Representative @ (April 2013 - October 2013)
John Destefano Education
Southern New Hampshire University 2016-2020
John Destefano Skills
Investments
Uniform Securities Agent State Law
Securities
General Securities Representative
Microsoft Office
Investment Strategies
Team Leadership
Public Speaking
Retirement Planning
Financial Services
Series 7
Uniform Investment Advisor
Data Analysis
Finra Series 9/10
Teaching
Finra Series 66
Customer Service
PowerPoint
Uniform Combined State Law
Management
Retirement Plan Consulting
Finance
Sales Management
Sales
Leadership
Finra Series 7
Mutual Funds
Microsoft Excel
General Securities Sales Supervisor
Finra Series 63
John Destefano Summary
John Destefano, based in Bradenton, FL, US, is currently a Vice President, Retirement Director at Fidelity Investments. John Destefano brings experience from previous roles at Fidelity Investments. John Destefano holds a 2016 - 2020 Southern New Hampshire University. With a robust skill set that includes Investments, Uniform Securities Agent State Law, Securities, General Securities Representative, Microsoft Office and more. John Destefano has 4 emails and 3 mobile phone numbers on RocketReach.
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