John Milligan Email & Phone Number
Head of Operations @ Kestra Financial
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John Milligan Location
- Austin, TX, US
John Milligan Work
- Head of Operations @ (July 2026 - Present)
- EVP, Co-Head Wholesale Banking Service Delivery, Capital Markets @ (September 2024 - Present)
- Senior Vice President, Head of Institutional Broker Dealer Service Delivery @ (December 2023 - September 2024)
- Senior Vice President, Director of Platform Effectiveness @ (February 2021 - December 2023)
- Chief Operations Officer @ (March 2014 - February 2021)
- Field Operations Manager @ (November 2012 - March 2014)
- Region Director of Operations @ (January 2006 - November 2012)
- Field Vice President @ (January 2004 - January 2006)
- District Manager @ (January 2002 - January 2004)
- Financial Advisor @ (January 1999 - January 2002)
- Operations Specialist @ (January 1992 - January 1996)
John Milligan Education
- Penn State University
BS (Finance)
1996-1999
John Milligan Skills
- Business Development
- Leadership
- Customer Service
- Strategy
- Finance
- Management
- Public Speaking
- Executive Benefits
- District Management
- Tactical Data Links
- Operational Planning
- Team Building
- Series 63
- Training
- Market
- Business Units
- Jurisdiction
- Segments
- Workflow
- Human Resources
- Pennsylvania
- Small Office
- Portfolio
- Leases
- Profit
- Sales
- Navy
- Customer Retention
- Communication
- Mentoring
- Performance Appraisal
- Teaming
- Reports
- Field Liaison
- Margin Improvement
- Compliance
- Operations
- Direct Sales
- Strategies
- Real Estate
- Denver
- Legal
- Certified Financial Planner
- Communication Systems
- Supervisory
- Financial Analysis
- Regulatory Compliance
- Trend
- Budgets
- Analysis
- Insurance Planning
- Coaching
- Risk
- Science
- Conflict Resolution
- Superiors
- Quarterly Reviews
- Combat
- Individual Development
- Recruiting
- Partnerships
- Series 7
- Written
- Mercury
- Performance Management
- Vienna
- Responsibility
John Milligan Summary
- John Milligan, based in Austin, TX, US, is currently a Head of Operations at Kestra Financial. John Milligan brings experience from previous roles at Truist, Truist Securities, Truist Wealth and SunTrust Investment Services, Inc.. John Milligan holds a 1996 - 1999 BS in Finance @ Penn State University. With a robust skill set that includes Business Development, Leadership, Customer Service, Strategy, Finance and more. John Milligan has 3 emails and 1 mobile phone numbers on RocketReach.
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Top Kestra Financial Employees
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Jacob Beach
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Clay Johnson
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