John Underwood Email & Phone Number
Managing Director @ Beacon Pointe
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John Underwood Location
- Saint Paul, MN, US
John Underwood Work
- Managing Director @ (October 2024 - Present)
- Chief Financial Officer | Chief Operating Officer @ (August 2019 - October 2024)
- Managing Director @ Profit Plus Midwest (April 2016 - May 2019)
- Vice President Global Contact Center Operations @ (March 2010 - September 2015)
- Vice President Finance - Strategic Transformation @ (January 2009 - January 2011)
- Vice President Operations and Transformation @ (January 2005 - January 2009)
- Director Document and Payment Operations @ (April 2002 - January 2005)
- Manager Finance, Planning and Analysis @ (April 1997 - April 2002)
- Senior Financial Analyst @ (April 1993 - April 1997)
John Underwood Education
- University of St. Thomas - Opus College of Business
MBA (Finance)
- University of St. Thomas
BA (Business Administration and Finance)
John Underwood Skills
- Data Analysis
- ESPPs
- Private Equity
- Key Metrics
- Corporate Finance
- Compensation Planning
- Budgeting
- Analytical Skills
- Mergers & Acquisitions (M&A)
- P&L Management
- Customer Service
- Financial Reporting
- Business Strategy
- Risk Management
- Financial Analysis
- Compliance
- Process Improvement
- Financial Planning
- Strategic Financial Planning
- Business Analysis
- Portfolio Management
- Business Process Improvement
- Banking
- Series 7
- Investments
- Leadership
- Vendor Management
- Asset Management
- Strategy
- Management
- Insurance
- Mergers & Acquisitions
- Relationship Management
- Financial Modeling
- Financial Services
- Finance
- Wealth Management
- Asset Allocation
- Retirement Planning
- Trading
- Strategic Planning
- Team Building
- Cross-functional Team Leadership
- Change Management
- Analytics
- Program Management
- Business Planning
- Start-ups
- Project Management
- Investment Advisory
- Mergers and Acquisitions
- Business Development
- Alternative Investments
- Brokerage
- Mutual Funds
- Accounting
- Sales Consulting
- Public Speaking
- Service Delivery
- Product Lines
- Start Ups
- Cross Functional Team Leadership
John Underwood Summary
- John Underwood, based in Saint Paul, MN, US, is currently a Managing Director at Beacon Pointe. John Underwood brings experience from previous roles at Landmark Wealth Management Group, Profit Plus Midwest, Ameriprise Financial and Ameriprise Financial Services, Inc.. John Underwood holds a MBA in Finance @ University of St. Thomas - Opus College of Business. With a robust skill set that includes Data Analysis, ESPPs, Private Equity, Key Metrics, Corporate Finance and more. John Underwood has 2 emails and 2 mobile phone numbers on RocketReach.
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