John Mathena Email & Phone Number
Senior Principal, Senior Client Strategist @ BNY Wealth
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John Mathena Location
- New York, NY, US
John Mathena Work
- 2006 -now Senior Principal, Senior Client Strategist @
- 2000 -2006 Manager of Sales Development @ Deutsche Bank Wealth Management
- 2000 -2003 Senior Client Strategist @ Scudder Private Investment Counsel (Acquired by Deutsche Bank)
- 1986 -2000 Regional Branch Manager, The Private Bank @
John Mathena Education
- Chapman University
M.A. (Organizational Leadership)
1998-2000 - California State University
BA (Business and Political Science)
1980-1985
John Mathena Skills
- Investments
- Estate Planning
- Wealth Management
- Team Building
- Strategic Planning
- New Business Development
- Financial Services
- Budget
- Marketing
- Financial Analysis
- Business Strategy
- Asset Managment
- Business Development
- Investment Management
- Mergers & Acquisitions
- Due Diligence
- Program Management
- Equities
- Strategic Financial Planning
- Asset Allocation
- Wealth
- Private Banking
- Corporate Finance
- Wealth Management Services
- Asset Management
- High Net Worth Individuals
- Analytics
- Risk Management
- Small Business
- Strategy
- Banking
- Market Research
- Leadership
- Sales
- Accounting
- Executive Management
- Trust Services
- Management
- Alternative Investments
- Portfolio Management
- Budgets
- Financial Advisory
- Credit
- Mutual Funds
- Investment Advisory
- Series 7
- Securities
- Private Equity
- Hedge Funds
- Series 63
- Tri
- Development
- High Net Worth
- Public Speaking
- Social Media Marketing
- Strategic Financial
- Mergers and Acquisitions
John Mathena Summary
- John Mathena, based in New York, NY, US, is currently a Senior Principal, Senior Client Strategist at BNY Mellon Wealth Management. John Mathena brings experience from previous roles at Deutsche Bank Wealth Management, Scudder Private Investment Counsel (Acquired by Deutsche Bank) and Bank of America. John Mathena holds a 1998 - 2000 M.A. in Organizational Leadership @ Chapman University. With a robust skill set that includes Investments, Estate Planning, Wealth Management, Team Building, Strategic Planning and more. John Mathena has 3 emails and 2 mobile phone numbers on RocketReach.
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