John Stackhouse Email & Phone Number
Vice President of Wealth Management
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John Stackhouse Location
- Columbia, SC, US
John Stackhouse Work
- 2022 -now Vice President of Wealth Management @ Palmetto Citizens Investment Services
- 2018 -2022 Investment Advisor @
- 2016 -2018 Financial Advisor- Partner @ Modern Family Asset Management
- 2013 -2016 Financial Advisor @
- 2011 -2013 Financial Advisor @
- 2010 -2011 Assistant Vice President Commercial Banking @ First South Bank
- 2009 -2010 Senior Product Sales Representative @
- 2005 -2009 Assistant Vice President Corporate Sales and Treasury Managment @
- 2003 -2005 Commercial Banking Relationship Manager @
- 2001 -2003 Membership Sales Account Executive @
- 1996 -2001 Assistant Camp Director and Coach @ Sixers Camps
John Stackhouse Education
- University of South Carolina 2006-2008
- Synovus Leadership Institute 2003-2005
- Newberry College 1997-2001
- Cardinal Newman 1991-1996
John Stackhouse Skills
- 401k Rollovers
- Portfolio Management
- Investments
- Mutual Funds
- Wealth Management
- Finance
- Securities
- Asset Management
- Long-term Care
- Equities
- Asset Managment
- Bonds
- Retirement Planning
- Fixed Income
- Retirement
- Cash Management
- Life Insurance
- Strategic Financial Planning
- Real Estate
- Insurance
- Annuity
- Health
- Long Term Care
- Settlements
- Annuities
- Business Development
- Leadership
- Financial Services
- Commercial Lending
- Uniform Combined State Law
- Hold Series 7
- Rollovers
- Sales Presentations
- Commercial Banking
- Customer Service
- Wealth Management Services
- Investment Advisory
- Teamwork
- Sales Process
- Written Communication
- Project Management
- Management
- Microsoft Excel
- Marketing
- FINRA
John Stackhouse Summary
- John Stackhouse, based in Columbia, SC, US, is currently a Vice President of Wealth Management at Palmetto Citizens Investment Services. John Stackhouse brings experience from previous roles at CUSO Financial Services L.P., Modern Family Asset Management, Wells Fargo Advisors and Merrill Lynch Wealth Management. John Stackhouse holds a 2006 - 2008 University of South Carolina. With a robust skill set that includes 401k Rollovers, Portfolio Management, Investments, Mutual Funds, Wealth Management and more. John Stackhouse has 1 emails and 4 mobile phone numbers on RocketReach.
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