John Starnes Email & Phone Number
Institutional Sales Director @ Regan Capital
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John Starnes Location
- Delray Beach, FL, US
John Starnes Work
- 2023 -now Institutional Sales Director @
- 2021 -2022 VP, Business Development @
- 2013 -2020 Regional Consultant, External Wholesaler @ AssetMark
- 2005 -2012 Regional Vice President, External Wholesaler, Florida, Southeast @ ICON Advisers, Inc.
- 2003 -2005 Sr. Marketing Consultant @ Mutual Service Corporation
- 2002 -2003 Portfolio Consultant and Wholesaler @ Synergy Capital , Inc.
John Starnes Education
- Valdosta State University
BBA (Business Management)
1994-1999
John Starnes Skills
- Financial Advisor and Business Consulting
- Portfolio Theory and Composition
- Presentations and Public Speaking
- Wealth Management
- Asset Management
- Business Development
- Sales
- Investments
- Investment Advisory
- New Business Development
- Asset Allocation
- Retirement Planning
- Alternative Investments
- Mutual Funds
- Portfolio Management
- Investment Strategies
- Business Planning
- Financial Planning
- Financial Advisory
- Financial Services
- Trading
- Investment Management
- Equities
- Strategic Planning
- Risk Management
- Fixed Income
- Fixed Annuities
- Strategy
- Marketing
- Hedge Funds
- Bonds
- Asset Allocation Strategies
- Management
- Leadership
- Business Relationship Management
- Client Relationship Building
- Outstanding Communication Skills
- ETFs
- Separately Managed Accounts
- Wealth Management Services
- Investment Advisory Services
- Investment management consulting
- Wealth Accumulation
- Wealth Preservation Planning
- Qualified Retirement Plans
- Capital Markets and Product Acumen
- Motivated Self-Starter
- Results-Oriented & Consistent Deliver Value Add Support
- collaborative
- Team Player
- Series 63
- Investment Consulting
- IRAs
- Series 6
- Finance
- 401k
- Series 65
- Series 7
- Securities
John Starnes Summary
- John Starnes, based in Delray Beach, FL, US, is currently a Institutional Sales Director at Regan Capital. John Starnes brings experience from previous roles at GeoWealth, AssetMark, ICON Advisers, Inc. and Mutual Service Corporation. John Starnes holds a 1994 - 1999 BBA in Business Management @ Valdosta State University. With a robust skill set that includes Financial Advisor and Business Consulting, Portfolio Theory and Composition, Presentations and Public Speaking, Wealth Management, Asset Management and more. John Starnes has 2 emails and 2 mobile phone numbers on RocketReach.
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