John O'Dea Location
- California, United States
John O'Dea Work
- 2015 - now Financial Advisor @
- 2011 - 2014 Senior Client Executive @
- 2010 - 2011 CEO @ Tungsten Group, LLC
- 2007 - 2010 Vice President Business Development @ TCS Insurance
- 2001 - 2007 Regional Account Executive @
- 1998 - 2001 Senior Channel Sales Manager @
John O'Dea Education
- Business Enterprise Institute 2010 - 2010
- Gallup University 2009 - 2009
- American College 2007 - 2008
- Santa Clara University
Bachelor of Science (Marketing)
1990 - 1994 - Acalanes High School 1986 - 1990
John O'Dea Skills
- Leadership
- Estate Planning
- Solution Selling
- Public Speaking
- Mergers
- Insurance
- Retirement Planning
- Sales
- Start Ups
- Investments
- Finance
- Exit Strategies
- Strategic Planning
- Sales Management
- Life Insurance
- Strategic Financial Planning
- FINRA
- Entrepreneurship
- New Business Development
- Training
- Deferred Compensation
- Long Term Care
- Disability Insurance
- Wealth
- Succession Planning
- Small Business
- Management
- Health Insurance
- Retirement
- Mergers and Acquisitions
- Exit Planning
- Employee Benefits
John O'Dea Summary
- John O'Dea, based in California, United States, is currently a Financial Advisor at Summit Financial Group, LLC. John O'Dea brings experience from previous roles at National Financial Partners, Tungsten Group, LLC, TCS Insurance and MetLife. John O'Dea holds a 2010 - 2010 Business Enterprise Institute. With a robust skill set that includes Leadership, Estate Planning, Solution Selling, Public Speaking, Mergers and more. John O'Dea has 1 emails and 1 mobile phone numbers on RocketReach.
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Top Summit Financial Group, LLC Employees
John O'Dea
Financial Advisor
California, United States
Nathan Bennett
Managing Partner
San Ramon, CA, US
Jay Gilson
Senior Director
California, United States
Cody Smith
Financial Advisor, CFP®, CEBC®
San Ramon, CA, US
Nancy McMillin
Director of Business Intelligence and Technology
Livermore, CA, US
Tiffany Taylor
Director of Marketing and Development
San Ramon, CA, US
Connor Merrigan
Financial Advisor
San Ramon, CA, US
Gina Morais
Financial Advisor, CFP®
San Ramon, CA, US
Aaron Peabody
Financial Advisor, CFP®
San Ramon, CA, US
Collin Sapp
Senior Client Service Coordinator
Walnut Creek, CA, US
Justin Ward
Associate Financial Advisor
San Ramon, CA, US
Aimee David
Executive Assistant
California, United States
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