John Stackhouse Email & Phone Number
Vice President of Wealth Management
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John Stackhouse Location
- Columbia, SC, US
John Stackhouse Work
- Vice President of Wealth Management @ Palmetto Citizens Investment Services (September 2022 - Present)
- Investment Advisor @ (September 2018 - October 2022)
- Financial Advisor- Partner @ Modern Family Asset Management (June 2016 - September 2018)
- Financial Advisor @ (October 2013 - June 2016)
- Financial Advisor @ (May 2011 - October 2013)
- Assistant Vice President Commercial Banking @ First South Bank (July 2010 - June 2011)
- Senior Product Sales Representative @ (September 2009 - July 2010)
- Assistant Vice President Corporate Sales and Treasury Managment @ (June 2005 - September 2009)
- Commercial Banking Relationship Manager @ (July 2003 - June 2005)
- Membership Sales Account Executive @ (December 2001 - July 2003)
- Assistant Camp Director and Coach @ Sixers Camps (January 1996 - January 2001)
John Stackhouse Education
- University of South Carolina
Banking (Banking)
2006-2008 - Synovus Leadership Institute
(Organizational Leadership)
2003-2005 - Newberry College
BS (Sport and Fitness Administration/Management)
1997-2001 - Cardinal Newman
(General Studies)
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 Banking in Banking @ 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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