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John-Stephen McCormick Location
Redondo Beach, CA, US
John-Stephen McCormick Work
Financial Advisor @ (November 2022 - Present)
Wealth Advisor @ (April 2021 - November 2022)
Senior Client Services Associate @ (February 2018 - April 2021)
Senior Brokerage Service Representative @ (July 2014 - January 2018)
John-Stephen McCormick Education
Seattle University
Bachelor's degree (Finance)
1996-1999
Seattle Central Community College
Associate of Arts (AA) (Business/Commerce, General)
1994-1996
John-Stephen McCormick Skills
Customer Service
Restaurants
Social Networking
Sales
Management
Team Building
Event Planning
Entrepreneurship
Leadership
Strategic Planning
Food
Microsoft Office
Hospitality
Microsoft Excel
John-Stephen McCormick Summary
John-Stephen McCormick, based in Redondo Beach, CA, US, is currently a Financial Advisor at Regatta Capital Group. John-Stephen McCormick brings experience from previous roles at EP Wealth Advisors and National Planning Corporation (NPC). John-Stephen McCormick holds a 1996 - 1999 Bachelor's degree in Finance @ Seattle University. With a robust skill set that includes Customer Service, Restaurants, Social Networking, Sales, Management and more. John-Stephen McCormick has 3 emails and 2 mobile phone numbers on RocketReach.
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