John Feldman Email & Phone Number
President and Chief Operating Officer
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John Feldman Location
- Cincinnati, OH, US
John Feldman Work
- President and Chief Operating Officer @ Boom Planning and Canvas Financial (January 2019 - Present)
- President and Chief Operating Officer @ Boom Planning (January 2019 - Present)
- Chief Operating Officer @ Boom Planning (August 2015 - Present)
- Business Owner @ FishTank Consulting, LLC (January 2019 - Present)
- Assistant Vice President and Sales Director @ (June 2006 - August 2015)
- Sales and Practice Management Director @ (January 1988 - August 2015)
- Assistant Vice President and Marketing and Sales Director @ Carillon Investments Inc (January 2004 - June 2006)
- Assistant Vice President @ Carillon Investments Inc (July 1996 - January 2004)
John Feldman Education
- Xavier University
BA (Liberal Arts and Sciences/Liberal Studies)
John Feldman Skills
- 401k
- Alternative Investments
- Asset Allocation
- Asset Management
- Asset Managment
- Bonds
- Business Development
- Disability Insurance
- ETFs
- Equities
- FINRA
- Finance
- Financial Advisory
- Financial Planning
- Financial Services
- Fixed Annuities
- Fixed Income
- IRAs
- Insurance
- Investment Advisory
- Investment Management
- Investment Strategies
- Investments
- Life Insurance
- Management
- Mutual Funds
- Operations Management
- Portfolio Management
- Relationship Management
- Retirement
- Retirement Planning
- Risk Management
- Sales
- Securities
- Securities Regulation
- Separately Managed Accounts
- Series 24
- Series 6
- Series 63
- Series 65
- Series 7
- Strategy
- Trading
- Uniform Combined State Law
- Wealth Management
- 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 401k, Alternative Investments, Asset Allocation, Asset Management, Asset Managment and more. John Feldman has 1 mobile phone numbers on RocketReach.
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