2017 -now Client Relationship Manager @ America Group Retirement Strategy Centers
2017 -2018 Director of Business Development @
2015 -2017 Wealth Advisor and Senior Vice President @
2013 -2015 Vice President @
2011 -2013 Managing Director @ Talmer Financial located at Talmer Bank
1997 -2010 Managing Director @
1971 -1997 Vice President @ Comerica Bank / Manufacturers Bank
John Landis Education
Western Michigan University
BBA (Business)
1967-1971
John Landis Skills
Budgets
Wealth Management Services
Financial Services
Alternative Investments
Strategic Financial Planning
Financial Analysis
FINRA
Investment Management
Retail Banking
Asset Managment
Banking
Investment Advisory
Asset Management
Mutual Funds
401k Rollovers
Securities
Long Term Care
Series 7
401k
Cash Management
Wealth Management
Retirement
Investment Strategies
Retirement Planning
Portfolio Management
Microsoft Excel
Estate Planning
Leadership
Investments
Strategy
Private Banking
Asset Allocation
Mortgage Lending
John Landis Summary
John Landis, based in Detroit, MI, US, is currently a VP, Director of Business Development at Credit Union Trust. John Landis brings experience from previous roles at America Group Retirement Strategy Centers, Bank of Ann Arbor, B² Investment Group located at Bank of Birmingham and J.P. Morgan. John Landis holds a 1967 - 1971 BBA in Business @ Western Michigan University. With a robust skill set that includes Budgets, Wealth Management Services, Financial Services, Alternative Investments, Strategic Financial Planning and more. John Landis has 2 emails and 3 mobile phone numbers on RocketReach.
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