Fiduciary, Fee-only Financial Advisor @ (August 2014 - August 2017)
Sales Manager @ (January 2011 - July 2014)
Vice President and Director of Business Planning Strategies @ Colton Groome & Company (January 2003 - January 2011)
OEM Account Manager @ (January 1999 - January 2003)
Area Manager @ (January 1990 - January 1999)
John Roegner Education
Wake Forest University School of Business
Master of Business Administration - MBA (Business)
2001-2003
University of Oxford
European Business Studies Program
2002-2002
North Central College
Bachelor of Arts - BA
1986-1990
North Central College
John Roegner Skills
401k
401k Rollovers
Asset Allocation
Budgeting
Estate Planning
Fiduciary Services
Finance
Financial Advisory
Financial Planning
Financial Services
Foundations
Insurance
Investment Advisory
Investment Management
Investment Strategies
Investments
Life Insurance
Public Speaking
Qualified Retirement Plans
Retirement Plan Consulting
Retirement Planning
Securities
Wealth Management
Wealth Management Services
John Roegner Summary
John Roegner, based in Chicago, IL, US, is currently a Vice President of Sales at NFP, an Aon company. John Roegner brings experience from previous roles at NFP, an Aon company, Clear Insight Benefits Consulting Inc and Savant Capital Management. John Roegner holds a 2001 - 2003 Master of Business Administration - MBA in Business @ Wake Forest University School of Business. With a robust skill set that includes 401k, 401k Rollovers, Asset Allocation, Budgeting, Estate Planning and more. John Roegner has 4 emails and 5 mobile phone numbers on RocketReach.
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