John Meakin Email
Vice President, Financial Advisor @ Port Wealth Management
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John Meakin Location
- Boston, MA, US
John Meakin Work
- 2024 -now Vice President, Financial Advisor @
- 2021 -2024 Vice President and Financial Consultant, Investment Management Group @
- 2021 -2021 Vice President, Financial Advisor @
- 2009 -2021 Vice President, Financial Consultant @
- 2006 -2009 Financial Advisor @
- 2002 -2006 Business Banking Officer @
- 2001 -2002 Sales Representative, Payroll Processing @
- 1998 -2001 Regional Sales Manager and Buyer @
John Meakin Education
- Duke University
Bachelor of Arts (Economics)
1983-1987 - Peddie School
H.S. Diploma
1979-1983
John Meakin Skills
- FINRA
- Leadership
- Client Relationship Management
- Business Development
- Mutual Funds
- Financial Planning
- Financial Advice
- Insurance
- Investments
- Securities
- Equities
- Investment Management
- Asset Allocation
- Sales Management
- Fixed Income
- Sales
- Marketing
- Microsoft Excel
- Microsoft Word
- Microsoft Power Point
- Microsoft Office
- Public Speaking
- Interpersonal
- Teamwork
- Performance Analysis
- Networking
- ETFs
- Service
- ESG
- Stocks
- Bonds
- Personal Trust Administration
- Equity Trading
- Bond Trading
- Wealth Management
- Management
- Portfolio Management
- Risk Management
- Finance
- Hold Series 7
- Municipal Bonds
- Trusts
- Banking
- Team Leadership
- Strategic Thinking
- Security Analysis
- Asset Allocation Strategies
John Meakin Summary
- John Meakin, based in Boston, MA, US, is currently a Vice President, Financial Advisor at Port Wealth Management. John Meakin brings experience from previous roles at Rockland Trust, Boston Harbor Wealth Advisors, Salem Five Bank and Bank of America Merrill Lynch. John Meakin holds a 1983 - 1987 Bachelor of Arts in Economics @ Duke University. With a robust skill set that includes FINRA, Leadership, Client Relationship Management, Business Development, Mutual Funds and more. John Meakin has 2 emails on RocketReach.
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