John Suarez Email & Phone Number
Quality Assurance Analyst @ Edelman Financial Engines
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John Suarez Location
- Marion, NC, US
John Suarez Work
- 2025 -now Quality Assurance Analyst @
- 2024 -2025 Outbound Investment Advisor @
- 2022 -2024 Senior Mortgage Banker @
- 2016 -2024 Financial Services Representative @ Independent
- 2021 -2022 Mortgage Loan Officer @
- 2020 -2021 District General Agent @ Colonial Life
- 2017 -2020 Agency Development Manager @ Colonial Life
- 2016 -2017 Agent @
- 2016 -2017 Financial Representative @ Arven Financial, LLC a member of the MassMutual Financial Group.
- 2015 -2016 Director of Business Development @ Gradient Data Solutions, Inc
- 2008 -2015 Partner @
- 2003 -2015 Vice President @ SFG Fiancial Services, Inc
- 1995 -2002 Vice President - Co-Owner @ Ready Window Sales & Service, Inc
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 Quality Assurance Analyst at Edelman Financial Engines. John Suarez brings experience from previous roles at Edelman Financial Engines, Rocket Mortgage and Independent. 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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