John Negrete Email & Phone Number
Wealth Management Advisor, Vice President @ Merrill Lynch
5 free lookup(s).
John Negrete Location
- Napa, CA, US
John Negrete Work
- 2018 - now Wealth Management Advisor, Vice President @
- 2016 - 2018 Retirement Plan Consultant @ Arthur J. Gallagher & Co.
- 2012 - 2016 Retirement Plan Advisor @ SLW Retirement Plan Advisors
- 2009 - 2012 Retirement Plan Consultant and Investment Advisor @ M Advisory Group
John Negrete Education
- University of California, Los Angeles (UCLA)
Bachelor's Degree
1996 - 2001
John Negrete Skills
- Small Business Retirement Plans
- Retirement Plans
- Retirement Benefits Consultant
- Corporate Retirement Planning
- Business Retirement Plans
- Company Retirement Plans
- Corporate Retirement Plan Management
- Spanish
- Musician
- Non-Profits
- Behavioral Finance
- Values Based and ESG Investing
- Investment Advisor
- Retirement Planning - Personal and Institutional
- Executive Compensation Plans
- Workplace retirement plans
- Pensions
- One on One Retirement
- Financial Advisory
- Profit Sharing
- Advisory
- One on One Retirement Counseling
- Registered Investment
- Training
- Management
- Auditing
- Financial Planning
- Defined Contribution
- Photoshop
- Retirement
- Estate Planning
- Retirement Plan Consulting
- Defined Benefit
- Registered Investment Advisor
- Financial Services
- Korean
- Finance
- Leadership
- Series 63
- 401k
- Mutual Funds
- Series 65
- Fiduciary Services
- Investments
- Public Speaking
- Fee Benchmarking
- Retirement Readiness
- Independent Advisor
- Advertising
- Retirement Plan
- Retirement Planning
- HR
- Asset Allocation
- CFOs
- 403 b
- Directors
- Investment Advisory
- Financial Planners
- Dol Audit Preparation
- Consulting
- Qualified Retirement
- RIA
- Series 7
- Project Management
- Qualified Retirement Plans
- Investment Strategies
- Fiduciary Training
- Series 6
- Employee Education
- Employee Benefits
- ERISA
- RFP
- 403b
- Non Profits
- 3(21
- 3(38
- 401 Retirement Savings Plans
John Negrete Summary
- John Negrete, based in Napa, CA, US, is currently a Wealth Management Advisor, Vice President at Merrill Lynch Wealth Management. John Negrete brings experience from previous roles at Arthur J. Gallagher & Co., SLW Retirement Plan Advisors and M Advisory Group. John Negrete holds a 1996 - 2001 Bachelor's Degree @ University of California, Los Angeles (UCLA). With a robust skill set that includes Small Business Retirement Plans, Retirement Plans, Retirement Benefits Consultant, Corporate Retirement Planning, Business Retirement Plans and more. John Negrete has 3 emails and 1 mobile phone numbers on RocketReach.
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