John Meakin Email
Vice President, Financial Advisor @ Port Wealth Management
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John Meakin Location
- Boston, MA, US
John Meakin Work
- Vice President, Financial Advisor @ (October 2024 - Present)
- Vice President and Financial Consultant, Investment Management Group @ (December 2021 - October 2024)
- Vice President, Financial Advisor @ (March 2021 - September 2021)
- Vice President, Financial Consultant @ (January 2009 - March 2021)
- Financial Advisor @ (September 2006 - January 2009)
- Business Banking Officer @ (October 2002 - September 2006)
- Sales Representative, Payroll Processing @ (January 2001 - October 2002)
- Regional Sales Manager and Buyer @ (January 1998 - January 2001)
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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