John Heilner Email & Phone Number
Chief Investment Officer @ WT Wealth Management
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John Heilner Location
- Scottsdale, AZ, US
John Heilner Work
- Chief Investment Officer @ (April 2013 - Present)
- Portfolio Manager, Chief Economist @ Palo Verde Capital (April 2010 - March 2013)
- Business Owner @ (March 2008 - March 2011)
- VP, National Mutual Fund Strategist @ (June 2003 - March 2008)
- VP, National Sales Desk Manager @ (June 2000 - June 2003)
- Director, Inside Sales and Training @ Transamerica Capital (February 1998 - June 2000)
John Heilner Education
- Central Connecticut State University
Bachelor of Science (BS) (Finance, General)
1989-1991 - Northeastern University
Bachelor’s Degree (Economics)
1984-1988
John Heilner Skills
- Sales Management
- Sales Presentations
- Hands-on Training
- National Accounts
- Business Planning
- Mentoring
- Personal Development
- Delivering Results
- Sales Process
- Fusion
- Series 65
- Series 63
- Series 6
- Six Sigma
- Valuation
- Fixed Income
- Equities
- Portfolio Management
- Financial Modeling
- Mutual Funds
- Alternative Investments
- Leadership
- Financial Advisory
- Wealth Management
- Investment Management
- Asset Allocation
- ETFs
- Securities
- Investments
- Investment Advisory
- Fixed Annuities
- Asset Management
- Financial Services
- Retirement Planning
- Financial Planning
- Management
- Registered Investment Advisor
- Hands On Training
- Satellite
John Heilner Summary
- John Heilner, based in Scottsdale, AZ, US, is currently a Chief Investment Officer at WT Wealth Management. John Heilner brings experience from previous roles at Palo Verde Capital, Renegade Classics and ING Mutual Funds. John Heilner holds a 1989 - 1991 Bachelor of Science (BS) in Finance, General @ Central Connecticut State University. With a robust skill set that includes Sales Management, Sales Presentations, Hands-on Training, National Accounts, Business Planning and more. John Heilner has 3 emails and 1 mobile phone numbers on RocketReach.
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