John Feldman Location
- Cincinnati, OH, US
John Feldman Work
- 2019 - now President and Chief Operating Officer @ Boom Planning and Canvas Financial
- 2019 - now President and Chief Operating Officer @ Boom Planning
- 2015 - now Chief Operating Officer @ Boom Planning
- 2019 - now Business Owner @
- 2006 - 2015 Assistant Vice President and Sales Director @
- 1988 - 2015 Sales and Practice Management Director @
- 2004 - 2006 Assistant Vice President and Marketing and Sales Director @ Carillon Investments Inc
- 1996 - 2004 Assistant Vice President @ Carillon Investments Inc
- 1995 - 1996 Product Development @ Union Central Life Insurance Co
- 1988 - 1995 Team Manager @ Union Central Life Insurance Co
John Feldman Education
- Xavier University
BA (Liberal Arts and Sciences/Liberal Studies)
John Feldman Skills
- Series 7
- Retirement Planning
- Mutual Funds
- Fixed Annuities
- Series 63
- Securities
- Alternative Investments
- Series 24
- Investments
- 401k
- Retirement
- Investment Advisory
- Wealth Management
- Series 6
- Asset Allocation
- IRAs
- Insurance
- Disability Insurance
- Life Insurance
- Series 65
- ETFs
- Investment Strategies
- Asset Managment
- Financial Advisory
- Portfolio Management
- Equities
- Bonds
- Separately Managed Accounts
- Financial Services
- Asset Management
- FINRA
- Fixed Income
- Investment Management
- Operations Management
- Relationship Management
- Sales
- Uniform Combined State Law
- Financial Planning
- Management
- Finance
- Business Development
- Strategy
- Risk Management
- Securities Regulation
- Trading
- Leadership
- Team Building
- Community Service
- PowerPoint
- Social Media
- Public Speaking
- Teaching
- Event Planning
- Chiropractic
- Mentoring
- Fundraising
- Microsoft Office
- Microsoft Word
- Microsoft Excel
- Marketing
- Social Networking
- Nonprofits
- Community Outreach
- Customer Service
- Coaching
- Research
- Public Relations
- Strategic Planning
John Feldman Summary
- John Feldman, based in Cincinnati, OH, US, is currently a President and Chief Operating Officer at Boom Planning and Canvas Financial. John Feldman brings experience from previous roles at Boom Planning, FishTank Consulting, LLC and Ameritas Investment Corporation. John Feldman holds a BA in Liberal Arts and Sciences/Liberal Studies @ Xavier University. With a robust skill set that includes Series 7, Retirement Planning, Mutual Funds, Fixed Annuities, Series 63 and more. John Feldman has 3 emails and 1 mobile phone numbers on RocketReach.
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