John Saalfield Email & Phone Number
Co-Founder and Managing Partner @ Wealth Partners Alliance
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John Saalfield Location
- Dallas, TX, US
John Saalfield Work
- Co-Founder and Managing Partner @ (February 2019 - Present)
- Financial Advisor @ (January 2013 - January 2019)
- Investment Specialist @ (January 2010 - January 2013)
John Saalfield Education
- Northwestern University
Master of Business Administration (MBA)
2002 - Southern Methodist University
Bachelor of Arts (B.A.)
1995
John Saalfield Skills
- 401(k) Rollovers
- Alternative Investments
- Asset Allocation
- Capital Markets
- Concentrated Stock Strategies
- Direct Indexing
- ETFs
- Equities
- Estate Planning
- Fiduciary
- Financial Advisory
- Financial Planning
- Fixed-Income Investing
- Hedge Funds
- High-Net-Worth Individuals (HNWI)
- Investment Advisory Services
- Investment Management
- Investment Strategies
- Portfolio Management
- Private Equity
- Private Wealth Management
- Registered Investment Advisor (RIA)
- Retirement Planning
- Risk Management
- Wealth Advisory
- Wealth Management Services
- Wealth Transfer
- Team Building
- Finance
- Project Management
- Wealth Management
- Leadership
- Customer Service
- Financial Services
- Banking
John Saalfield Summary
- John Saalfield, based in Dallas, TX, US, is currently a Co-Founder and Managing Partner at Wealth Partners Alliance. John Saalfield brings experience from previous roles at UBS and J.P. Morgan. John Saalfield holds a Master of Business Administration (MBA) @ Northwestern University. With a robust skill set that includes 401(k) Rollovers, Alternative Investments, Asset Allocation, Capital Markets, Concentrated Stock Strategies and more. John Saalfield has 1 emails and 3 mobile phone numbers on RocketReach.
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