John Ludlow Email & Phone Number
Vice President, Private Client Manager @ Bank of America Private Bank
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John Ludlow Location
- Kansas City, MO, US
John Ludlow Work
- Vice President, Private Client Manager @ (April 2025 - Present)
- Vice President, Senior Financial Planner @ (October 2019 - April 2025)
- Financial Consultant @ (November 2014 - October 2019)
- Asst Vice President @ (May 2013 - July 2014)
- COO @ CLS Investments, LLC (July 2007 - May 2013)
- Senior VP of Portfolio Administration @ CLS Investments, LLC (June 2005 - July 2007)
- Various @ (August 1995 - June 2005)
John Ludlow Education
- Brigham Young University
John Ludlow Skills
- Asset Managment
- Financial Analysis
- Process Improvement
- Mutual Funds
- Asset Management
- Business Analysis
- Strategic Planning
- Securities
- Finance
- Financial Services
- Portfolio Management
- Microsoft Office
- Wealth Management
- Management
- Investments
- Customer Service
- Microsoft Excel
- Risk Management
- Strategic Financial Planning
- Financial Planning
- Strategic Financial
- ETFs
- FINRA
- Series 65
- Hold Series 7
John Ludlow Summary
- John Ludlow, based in Kansas City, MO, US, is currently a Vice President, Private Client Manager at Bank of America Private Bank. John Ludlow brings experience from previous roles at Commerce Trust Company, Fidelity Investments, Morgan Stanley and CLS Investments, LLC. John Ludlow holds a Brigham Young University. With a robust skill set that includes Asset Managment, Financial Analysis, Process Improvement, Mutual Funds, Asset Management and more. John Ludlow has 3 emails and 2 mobile phone numbers on RocketReach.
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