John Harline Location
San Clemente, CA, US
John Harline Work
- 2024 - now Chief Executive Officer @ UWC PEG
- 2020 - 2025 Managing Member and Managing Director @ MIT Holdings, LLC
- 2018 - 2022 Co-Founder @ HNWX Exchange
- 2016 - 2022 Co-Founder, Managing Partner @ Elysian Private Capital Group
- 2016 - 2022 Managing Partner @ Partnervest Advisory Services, LLC
- 2015 - 2022 Founder, Managing Partner, CEO @ Elysian Capital Holdings
- 2014 - 2022 Founder, Managing Partner @ Elysian Capital Markets Group, LLC
- 2013 - 2014 Executive Vice President - National Sales Manager @ Vertical Capital Markets Group, LLC
- 2008 - 2012 Executive Vice President @ Transamerica
- 2008 - 2012 Managing Director, Investments, Mutual Funds and Variable Annuities @ Transamerica
John Harline Education
- UC Irvine
BA Economics (Management)
1997 - 1999 - Pepperdine Graziadio Business School
MBA (Management)
John Harline Skills
- Alternative Investments
- Asset Allocation
- Investments
- Management
- Retirement
- Retirement Planning
- Wealth Management
- Variable Annuities
- Financial Advisory
- Mutual Funds
John Harline Summary
John Harline, based in San Clemente, CA, US, is currently a Chief Executive Officer at UWC PEG. John Harline brings experience from previous roles at MIT Holdings, LLC, HNWX Exchange, Elysian Private Capital Group and Partnervest Advisory Services, LLC. John Harline holds a 1997 - 1999 BA Economics in Management @ UC Irvine. With a robust skill set that includes Alternative Investments, Asset Allocation, Investments, Management, Retirement and more. John Harline has 2 emails and 1 mobile phone numbers on RocketReach.
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John Harline
Chief Executive Officer at UWC PEG
San Clemente, CA, US21
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