John Gambone Email & Phone Number
Family Office Manager @ Socha Capital
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John Gambone Location
- Chalfont, PA, US
John Gambone Work
- Family Office Manager @ (January 2026 - Present)
- Lead Financial Planner @ (January 2025 - January 2026)
- Financial Planner @ (July 2023 - January 2025)
- Financial Advisor and Investment Ops Specialist @ (July 2014 - July 2022)
- Account Manager @ Adaptable Business Concepts (June 2013 - August 2013)
- SEL Program @ (December 2012 - January 2013)
John Gambone Education
- College for Financial Planning
CFP® (Certified Financial Planner®)
2020-2021 - The American College of Financial Services
ChFC® (Chartered Financial Consultant®)
2017-2019 - Commonwealth University-Bloomsburg
Bachelor of Science (B.S.) (Finance)
2010-2014 - North Penn High School 2008-2010
John Gambone Skills
- Asset Allocation
- CRM
- Cost-effective Solutions
- Customer Service
- Direct Sales
- Economics
- Finance
- Flexibility
- Great Personality
- Highly Dedicated
- Hold Series 7
- Insurance & Risk Management Solutions
- Interpersonal Communication
- Leadership
- Life Insurance
- Mathematics
- Microsoft Excel
- Microsoft Office
- Microsoft Office (Word, Powerpoint, Excel, Access)
- Microsoft Word
- Organized Multi-tasker
- Outstanding interpersonal communication skills
- Performance Motivation
- Personal Finance
- PowerPoint
- Private Wealth Management
- Project Management & Client Services
- Public Speaking
- Resilience
- Sales
- Sales Presentations
- Social Networking
- Tax Strategies for Entreprenuers
- Team Oriented
- Team-oriented
- Teamwork
- Time Management
- Value Based Selling
- Work Well Independently
- series 66
John Gambone Summary
- John Gambone, based in Chalfont, PA, US, is currently a Family Office Manager at Socha Capital. John Gambone brings experience from previous roles at Socha Capital, Walsh & Nicholson Financial Group and Adaptable Business Concepts. John Gambone holds a 2020 - 2021 CFP® (Certified Financial Planner®) @ College for Financial Planning. With a robust skill set that includes Asset Allocation, CRM, Cost-effective Solutions, Customer Service, Direct Sales and more. John Gambone has 1 emails and 1 mobile phone numbers on RocketReach.
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