John Portelli Email & Phone Number
Director - Investments @ LOM Financial Group - Wealth Management
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John Portelli Location
- Bermuda
John Portelli Work
- 2019 -now Director - Investments @
- 2017 -2019 Senior Vice President @
- 2015 -2017 Vice President - Investments @
- 2012 -2015 Assistant Vice President - Investments @
- 2010 -2012 Financial Advisor @
- 2000 -2008 Senior Investment Associate @
- 1998 -2000 VIP Client Relationship Manager @
- 1995 -1998 Investment and Marketing Associate @ Midland Walwyn
John Portelli Education
- Ryerson University
(Business Management)
John Portelli Skills
- Customized Portfolio Creation
- Professional Financial Planning
- Options Strategies
- Captive Management Solutions
- Trust & Estate Investment Planning
- Investments
- High Net Worth Individuals
- Mutual Funds
- Hedge Funds
- Finance
- Capital Markets
- Equities
- Portfolio Management
- Banking
- Trusts
- Trading
- Private Equity
- Wealth Management
- Asset Management
- Investment Management
- Trust and Estate Investment Planning
John Portelli Summary
- John Portelli, based in Bermuda, is currently a Director - Investments at LOM Financial Group - Wealth Management. John Portelli brings experience from previous roles at LOM Financial Group - Wealth Management. John Portelli holds a Ryerson University. With a robust skill set that includes Customized Portfolio Creation, Professional Financial Planning, Options Strategies, Captive Management Solutions, Trust & Estate Investment Planning and more. John Portelli has 2 emails and 1 mobile phone numbers on RocketReach.
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