John Wade Email & Phone Number
Executive Director - Investments | Senior Portfolio Manager @ Oppenheimer & Co. Inc.
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John Wade Location
- Nashville, TN, US
John Wade Work
- 2022 -now Executive Director - Investments | Senior Portfolio Manager @
- 2009 -2022 Senior Vice President @
- 2005 -2009 Certified Financial Planner @
- 1998 -2005 Vice President @
John Wade Education
- Union University 1989-1993
John Wade Skills
- Portfolio Management
- Business Analysis
- Customer Service
- Investments
- Leadership
- Wealth
- Training
- Insurance
- Retirement Planning
- Strategic Financial Planning
- Public Speaking
- Financial Reporting
- Financial Advisory
- Estate Planning
- Wealth Management
- Series 7
- Investment Advisory
- Strategic Financial
- Securities
- Risk Management
- Asset Management
- Trusts
- Certified Financial Planner
John Wade Summary
- John Wade, based in Nashville, TN, US, is currently a Executive Director - Investments | Senior Portfolio Manager at Oppenheimer & Co. Inc.. John Wade brings experience from previous roles at B. Riley Wealth Management, UBS Financial Services, Inc and First Horizon Advisors. John Wade holds a 1989 - 1993 Union University. With a robust skill set that includes Portfolio Management, Business Analysis, Customer Service, Investments, Leadership and more. John Wade has 2 emails and 1 mobile phone numbers on RocketReach.
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