Distribution Leader Experience @ (June 2022 - September 2025)
Interim Advisory Services Leader @ (March 2022 - June 2022)
Team Leader, Portfolio Advisory Services @ (April 2019 - February 2022)
Team Leader, Client Services @ (February 2018 - April 2019)
Onboarding Coach @ (October 2017 - February 2018)
Senior High Net Worth Trading Specialist @ (July 2016 - October 2017)
Senior Trading Specialist @ (January 2016 - July 2016)
High Net Worth Representative @ (April 2015 - January 2016)
Financial Representative @ (June 2014 - April 2015)
John Wasson Education
University of North Texas
Bachelor of Business Administration - BBA (Finance)
2014
John Wasson Skills
Customer Service
Leadership
Management
Series 66
Series 7
Series 9/10
Team Building
Team Leadership
John Wasson Summary
John Wasson, based in McKinney, TX, US, is currently a Regional Coaching Consultant at Fidelity Investments. John Wasson brings experience from previous roles at Fidelity Investments. John Wasson holds a Bachelor of Business Administration - BBA in Finance @ University of North Texas. With a robust skill set that includes Customer Service, Leadership, Management, Series 66, Series 7 and more. John Wasson has 1 emails and 1 mobile phone numbers on RocketReach.
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