John Lindquist Email & Phone Number
Co-Founder and CCO @ NorthView Advisors
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John Lindquist Location
- Austin, TX, US
John Lindquist Work
- 2023 -now Co-Founder and CCO @
- 2013 -2024 Compliance Manager and Principal @
- 2024 -now Co-Founder and Principal @ NorthView Capital Partners
- 2019 -now Trade Support and Compliance - WEG @
- 2010 -2024 Branch Manager - Principal and Owner. NorthView Advisors LLC. Formerly IFI @
- 2013 -2017 Company Secretary - Principal @ IFI Capital Group
- 2010 -2012 Branch Manager and Principal Owner - Woodstock Fixed Income, LLC @ Woodstock Financial Group, Inc.
- 2010 -2012 Principal @ Artesian Claims Group
- now CCO and Co-CEO @ APS Financial Corporation
- 1990 -1991 Compliance Manager @ Gruntal & Co
- 1987 -1990 Compliance Examiner @ Shearson Lehman Brothers
- 1986 -1987 Treasury Services Dept. @
John Lindquist Education
- Bergen Catholic High School
- Iona College
BBA (Finance)
- New York Institute of Finance
(Brokerage Operations, Options)
John Lindquist Skills
- Options
- Fixed Income
- Financial Services
- Credit
- Trading
- Investments
- Securities
- Bonds
- Series 7
- Portfolio Management
- Equities
- Bloomberg
- Series 63
- Finance
- Financial Modeling
- Funding
- Wealth Management
- Private Equity
- Mutual Funds
- FINRA
- Loans
- Alternative Investments
- Investment Strategies
- Financial Markets
- Financial Advisory
- Asset Management
- Capital Markets
- Investment Banking
- Financial Risk
- Financial Analysis
- Investment Advisory
- Hedge Funds
- Risk Management
- Asset Allocation
- Series 24
- Structured Products
- Valuation
- ETFs
- Derivatives
- Operations
- Capital
- Equity Trading
- AML
- PowerPoint
- Public Speaking
- Structured Finance
- Training
- Management
- Registered Investment Advisor
John Lindquist Summary
- John Lindquist, based in Austin, TX, US, is currently a Co-Founder and CCO at NorthView Advisors. John Lindquist brings experience from previous roles at NorthView Advisors, NorthView Capital Partners and World Equity Group. John Lindquist holds a Bergen Catholic High School. With a robust skill set that includes Options, Fixed Income, Financial Services, Credit, Trading and more. John Lindquist has 3 emails and 3 mobile phone numbers on RocketReach.
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