John King Email & Phone Number
Director, Senior Wealth Advisor @ Dakota Wealth Management
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John King Location
- Syracuse, NY, US
John King Work
- Director, Senior Wealth Advisor @ (June 2021 - Present)
- Advisory Council Member @ (July 2021 - Present)
- Senior Vice President, Central New York Sales Leader @ Key Private Bank (September 2016 - June 2021)
- Senior Vice President, Wealth Advisor @ Key Private Bank (June 2009 - June 2021)
- Premier Client Manager @ (January 2005 - January 2009)
- Personal Banker @ (January 2004 - December 2005)
John King Education
- Whitman School of Management at Syracuse University
Master of Business Administration - MBA (Finance and Financial Management Services)
2018-2021 - Pepperdine Graziadio Business School
Certified Mergers & Acquisitions Advisor
2019-2019 - Elmira College 1999-2003
John King Skills
- Banking
- Investments
- Finance
- Wealth Management
- Retirement
- Portfolio Management
- Credit
- Financial Advisory
- Management
- Loans
- Strategic Financial Planning
- Wealth
- Retirement Planning
- Mutual Funds
- Investment Strategies
- Private Banking
- Commercial Banking
- Credit Analysis
- Commercial Lending
- Asset Allocation
- Asset Management
- Treasury Management
- Risk Management
- Mortgage Lending
- Series 7
- Relationship Management
- Cash Management
- Securities
- Small Business Lending
- Bonds
- Consumer Lending
- Retail Banking
- Asset Based Lending
- Estate Planning
- Wealth Management Services
- Investment Advisory
- Series 63
- Credit Risk
- Financial Planning
- Captives
- Fixed Income
- Equities
- Alternative Investments
- Investment Management
- Asset Protection
- Lending Solutions
- Wealth Transfer
- Real Estate
- Small Business
- Healthcare
John King Summary
- John King, based in Syracuse, NY, US, is currently a Director, Senior Wealth Advisor at Dakota Wealth Management. John King brings experience from previous roles at Forbes Finance Council, Key Private Bank and Bank of America. John King holds a 2018 - 2021 Master of Business Administration - MBA in Finance and Financial Management Services @ Whitman School of Management at Syracuse University. With a robust skill set that includes Banking, Investments, Finance, Wealth Management, Retirement and more. John King has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Dakota Wealth Management Employees
John King
Director, Senior Wealth Advisor
Syracuse, NY, US
Kurt Durrwachter
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Jeffrey Goyette Sr
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Brett Orvieto
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Lou della Valle
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Jeff Levin
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Gina Bartell
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Bryan Gregorich
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Andrew Gerstner
Head Trader
Palm Beach Gardens, FL, US
David Strachan
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Kennebunk, ME, US
Marilyn Rios
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Portsmouth, NH, US
Joshua Crossman
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Kayla Berg
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Tim Melly
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Philadelphia, PA, US
Luke B.
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Boston, MA, US
Donald Loveless
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Bryan K.
President
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Carly McAllister
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