2016 -2021 Chief Financial Officer and Chief Operations Officer @
2013 -2016 Portfolio Manager @
2011 -2013 Portfolio Manager @
2010 -2011 Financial Solutions Advisor @
2009 -2009 Consultant @
2007 -2008 Fixed Income Compliance Officer @
2005 -2006 Portfolio Administrator @
2004 -2005 Client Service Associate, Fixed Income @
2001 -2004 Fixed Income Portfolio Specialist @
John Faircloth Education
Villanova University
Master of Business Administration (M.B.A.) (Business Administration and Management, General)
2004-2009
Thomas Edison State University
BA (History)
1996-1999
John Faircloth Skills
Fixed Income
Portfolio Management
Asset Allocation
Investments
Financial Services
Equities
Asset Management
Securities
Series 7
Alternative Investments
Morningstar
Asset Managment
Microsoft Excel
Trading
Account Reconciliation
Mutual Funds
Investment Management
Morningstar Direct
Sales
Bloomberg
Equity Research
Equity Valuation
Series 24
Fixed Annuities
Variable Annuities
Finance
Wealth Management
Series 63
Retirement Planning
Investment Strategies
Investment Advisory
Financial Advisory
Financial Analysis
Process Improvement
Fixed Income Portfolio Management
Macroeconomic Strategy
Management
Strategy
Financial Planning
Financial Risk
Hedge Funds
Leadership
John Faircloth Summary
John Faircloth, based in Tampa, FL, US, is currently a CIO and COO Riverwalk Wealth Advisors at Riverwalk Wealth Advisors. John Faircloth brings experience from previous roles at Aspen Wealth Strategies, Coldstream Wealth Management and McGee Wealth Management. John Faircloth holds a 2004 - 2009 Master of Business Administration (M.B.A.) in Business Administration and Management, General @ Villanova University. With a robust skill set that includes Fixed Income, Portfolio Management, Asset Allocation, Investments, Financial Services and more. John Faircloth has 2 emails on RocketReach.
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