Fixed Income Specialist @ (January 2015 - April 2021)
Relationship Banker @ JP Morgan Chase (May 2009 - April 2014)
Regional Sales Associate II @ (August 2006 - March 2009)
Regional Vice President @ North Track Funds (January 2006 - June 2006)
Assistant Vice President @ Aquila Investment Management (September 1998 - June 2005)
Individual Annuity Department @ New York Life Insurance Company (January 1994 - January 1996)
John Volk Education
University of Mount Saint Vincent 1989-1993
John Volk Skills
Investments
Relationship Management
Series 7
Series 63
Securities
Loans
Strategic Financial Planning
Life Insurance
Series 65
Equities
Asset Allocation
Fixed Annuities
Financial Services
Insurance
Mutual Funds
Wealth Management
Financial Analysis
Uniform Combined State Law
Customer Satisfaction
Financial Advisory
Competitive Analysis
Risk Management
Sales
Capital Markets
Financial Planning
Variable Annuities
FINRA
Credit
Microsoft Office
Retirement Planning
Sales Operations
Portfolio Management
Investment Strategies
Microsoft Excel
Investment Advisory
Hedge Funds
Analysis
Finance
IRAs
Series 6
Small Business Lending
Bonds
Retirement
401k
John Volk Summary
John Volk, based in Jackson, NJ, US, is currently a Investment Solutions Representative at Fidelity Investments. John Volk brings experience from previous roles at Fidelity Investments, TD Ameritrade, JP Morgan Chase and AXA Equitable. John Volk holds a 1989 - 1993 University of Mount Saint Vincent. With a robust skill set that includes Investments, Relationship Management, Series 7, Series 63, Securities and more. John Volk has 2 emails and 1 mobile phone numbers on RocketReach.
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