John Park Email & Phone Number
Wealth Management Advisor @ Strategic Planning Group
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John Park Location
- Bountiful, UT, US
John Park Work
- Wealth Management Advisor @ (May 2014 - Present)
- Financial Advisor @ Peterson Wealth Services (February 2013 - May 2014)
- Co-Manager @ US Bank (February 2012 - February 2013)
- Customer Service Manager @ (December 2010 - February 2012)
- Personal Banker II @ (August 2007 - December 2010)
- Sr. Personal Financial Rep @ (July 2005 - August 2007)
John Park Education
- Series 7 Securities License 2013-2013
- Series 66 Securities License 2013-2013
- Western Governors University
Bachelor's degree (Business Administration and Management, General)
2010-2013 - Weber State University
Associates Degree (General education.)
2007-2010
John Park Skills
- Leadership
- Banking
- Accounting
- Branch Banking
- Saving for Education
- Credit Cards
- Retirement Planning
- Sales
- Portfolio Management
- Investments
- Finance
- Series 66
- Asset Allocation
- Strategic Planning
- Financial Services
- Commercial Banking
- Underwriting
- Microsoft Office
- Credit
- Consumer Lending
- Customer Service
- Financial Analysis
- Budgets
- Management
- Project Management
- Credit Analysis
- Small Business Lending
- Series 7
John Park Summary
- John Park, based in Bountiful, UT, US, is currently a Wealth Management Advisor at Strategic Planning Group. John Park brings experience from previous roles at Peterson Wealth Services, US Bank and Zions Bank. John Park holds a 2013 - 2013 Series 7 Securities License. With a robust skill set that includes Leadership, Banking, Accounting, Branch Banking, Saving for Education and more. John Park has 2 emails and 2 mobile phone numbers on RocketReach.
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