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John Metcalfe Location
Cincinnati, OH, US
John Metcalfe Work
Vice President @ (February 2026 - Present)
Account Vice President @ (February 2024 - Present)
Financial Advisor @ (November 2018 - February 2024)
Regional Sales Specialist @ (November 2014 - September 2018)
Internal Wholesaler @ (August 2006 - June 2014)
John Metcalfe Education
University of Dayton
Bachelor of Arts - BA
2002-2006
John Metcalfe Skills
Financial Advisory
Financial Services
Hold Series 7
IRAs
Investment Strategies
Life & Health Insurance Licenses
Retirement Plan Consulting
Series 6
Series 65
Marketing
Variable Annuities
Investment Portfolio
Fixed Annuities
Camera Assistant
Insurance
Territory Development
Sales
Life Insurance
John Metcalfe Summary
John Metcalfe, based in Cincinnati, OH, US, is currently a Vice President at UBS. John Metcalfe brings experience from previous roles at UBS, Touchstone Investments and Ohio National Financial Services. John Metcalfe holds a 2002 - 2006 Bachelor of Arts - BA @ University of Dayton. With a robust skill set that includes Financial Advisory, Financial Services, Hold Series 7, IRAs, Investment Strategies and more. John Metcalfe has 1 emails and 1 mobile phone numbers on RocketReach.
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