John Ptak Location
Quincy, MA, US
John Ptak Work
- @ Beal Bank USA
- 2022 - now AVP-Branch Manager @ Beal Bank USA
- 2010 - 2010 Investment Specialist @ Merrill Lynch Wealth Management
- 2006 - 2009 Vice President-Client Relationship Manager @ Merrill Lynch
- 2004 - 2006 Vice President Operations Manager @ Morgan Stanley
- 2001 - 2003 Vice President - Assistant Branch Manager @ Tucker Anthony, Inc/RBC Dain Rauscher
John Ptak Education
- Harvard University1988 - 1996
- John Dickinson High School
John Ptak Skills
- Series 63
- Series 7
- Securities
- FINRA
- Mutual Funds
- Series 8
- Financial Services
John Ptak Summary
John Ptak, based in Quincy, MA, US, is currently a AVP-Branch Manager at Beal Bank USA. John Ptak brings experience from previous roles at Beal Bank USA, Merrill Lynch Wealth Management, Merrill Lynch and Smith Barney. John Ptak holds a 1988 - 1996 Harvard University. With a robust skill set that includes Series 63, Series 7, Securities, FINRA, Mutual Funds and more. John Ptak has 1 emails and 1 mobile phone numbers on RocketReach.
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