John Suarez Email & Phone Number
Workplace Planner @ Edelman Financial Engines
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John Suarez Location
- Marion, NC, US
John Suarez Work
- Workplace Planner @ (August 2026 - Present)
- Quality Assurance Analyst @ (April 2025 - Present)
- Outbound Investment Advisor @ (January 2024 - April 2025)
- Senior Mortgage Banker @ (January 2022 - January 2024)
- Mortgage Loan Officer @ (March 2021 - January 2022)
- Financial Services Representative @ Independent (July 2016 - January 2024)
- District General Agent @ Colonial Life (January 2020 - June 2021)
- Agency Development Manager @ Colonial Life (December 2017 - January 2020)
- Agent @ (August 2016 - December 2017)
- Financial Representative @ Arven Financial, LLC a member of the MassMutual Financial Group. (September 2016 - June 2017)
- Director of Business Development @ Gradient Data Solutions, Inc (June 2015 - December 2016)
- Partner @ (April 2008 - May 2015)
- Vice President @ SFG Fiancial Services, Inc (January 2003 - May 2015)
- Vice President - Co-Owner @ Ready Window Sales & Service, Inc (May 1995 - June 2002)
John Suarez Education
- Florida State University
Bachelor of Science - BS (Finance)
1988-1989
John Suarez Skills
- Alternative Investments
- Leadership
- Series 63
- Financial Advisory
- Team Building
- Customer Relationship Management Crm
- Banking
- Public Speaking
- Fixed Income
- Bonds
- It Problem Solver
- Sales
- Loan Origination
- Networking
- Portfolio Management
- Capital Markets
- Derivatives
- Investments
- Business Development
- IT Support
- Credit Risk
- Strategic Planning
- Investment Advisory
- Managed Service Provider
- Strategy
- Asset Managment
- Wealth Management
- Equities
- Mutual Funds
- Microsoft Office
- Managed Services
- Cloud Applications
- Asset Management
- Marketing
- Disaster Recovery
- It Support Specialist
- Customer Service
- Hybrid Cloud
- Financial Analysis
- Private Equity
- Management
- Computer Support
- Investment Banking
- VMware Certified Professional
- Trading
- Funding
- Cloud Computing
- CRM
- Series 7
- Securities
- Hedge Funds
- Customer Relationship Management
John Suarez Summary
- John Suarez, based in Marion, NC, US, is currently a Workplace Planner at Edelman Financial Engines. John Suarez brings experience from previous roles at Edelman Financial Engines and Rocket Mortgage. John Suarez holds a 1988 - 1989 Bachelor of Science - BS in Finance @ Florida State University. With a robust skill set that includes Alternative Investments, Leadership, Series 63, Financial Advisory, Team Building and more. John Suarez has 1 emails and 1 mobile phone numbers on RocketReach.
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