John Tevnan Email & Phone Number
Senior Associate Advisor @ Sax Wealth Advisors, LLC
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John Tevnan Location
- New York, NY, US
John Tevnan Work
- 2026 -now Senior Associate Advisor @
- 2025 -2026 Associate Wealth Advisor @
- 2018 -2025 Business Services Manager and Wealth Advisor @
- 2016 -2018 Internal Sales Consultant @
John Tevnan Education
- Bryant University
Bachelor's degree (Finance)
2012-2016 - Boston College High School 2009-2012
John Tevnan Skills
- Risk Analysis
- Risk Assessment
- Commercial Insurance
- Business Insurance Planning
- Life Insurance
- Insurance
- Insurance Planning
- Client Relations
- Customer Relationship Management (CRM)
- Key Client Relationships
- Health Insurance
- Voluntary Employee Benefits
- Employee Benefits
- Financial Planning
- Risk Management
- 401(k) Retirement Savings Plans
- Tax Strategies
- Tax Planning
- Private Wealth Management
- Employee Benefits Design
- Defined Benefit
- Investment Management
- Defined Contribution
- Microsoft Excel
- Customer Service
- PowerPoint
- Microsoft Office
- Sales
- Financial Analysis
- Microsoft Word
- Time Management
- Marketing
- Leadership
- Social Media
- Teamwork
- Team Leadership
- Management
- Public Speaking
- Series 63
- Equities
- Fixed Income
- Asset Allocation
- Retirement Planning
- Finance
- Investments
John Tevnan Summary
- John Tevnan, based in New York, NY, US, is currently a Senior Associate Advisor at Sax Wealth Advisors, LLC. John Tevnan brings experience from previous roles at Sax Wealth Advisors, LLC, Revolve Wealth Partners and John Hancock. John Tevnan holds a 2012 - 2016 Bachelor's degree in Finance @ Bryant University. With a robust skill set that includes Risk Analysis, Risk Assessment, Commercial Insurance, Business Insurance Planning, Life Insurance and more. John Tevnan has 3 emails and 2 mobile phone numbers on RocketReach.
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