John Ptak Email & Phone Number
AVP-Branch Manager
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John Ptak Location
- Quincy, MA, US
John Ptak Work
- AVP-Branch Manager @ Beal Bank USA (October 2022 - Present)
- Investment Specialist @ Merrill Lynch Wealth Management (January 2010 - September 2010)
- Vice President-Client Relationship Manager @ (June 2006 - March 2009)
- Vice President Operations Manager @ (June 2004 - June 2006)
- Vice President - Assistant Branch Manager @ Tucker Anthony, Inc/RBC Dain Rauscher (May 2001 - October 2003)
- VP @ Cowen & Co (January 1995 - January 2001)
- Assistant Vice President and Operations Manager @ (January 1978 - January 1995)
John Ptak Education
- Harvard University 1988-1996
- 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 Merrill Lynch Wealth Management, Merrill Lynch, Smith Barney and Tucker Anthony, Inc/RBC Dain Rauscher. 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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