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John Weems Location
Denver, CO, US
John Weems Work
Owner @ JMW (k)onsulting (August 2024 - Present)
Director of Retirement Services @ (October 2024 - September 2025)
VP and AVP of Product Strategy @ (October 2014 - June 2024)
AVP and Director Product Management @ (October 2006 - October 2014)
Marketing Manager @ (January 2000 - October 2006)
John Weems Education
California Lutheran University
Bachelor of Arts - BA (Communication Arts)
John Weems Skills
Series 63
Mutual Funds
Financial Analysis
Retirement
Profit Sharing
Defined Contribution
Fixed Annuities
Series 6
Pensions
Employee Benefits
Retirement Planning
401k
Investments
Investment Strategies
Process Improvement
Strategy
Business Analysis
Product Development
ERISA
Asset Management
Financial Services
FINRA
Investment Advisory
Retirement Plan Consulting
Wealth Management
Defined Benefit
Leadership
Fiduciary
Securities
Strategic Planning
Insurance
Asset Allocation
Portfolio Management
Customer Service
Microsoft Office
Team Building
Management
Project Management
Microsoft Excel
401K Retirement Savings Plans
401 Retirement Savings Plans
John Weems Summary
John Weems, based in Denver, CO, US, is currently a Owner at JMW (k)onsulting. John Weems brings experience from previous roles at First Western Trust and Empower. John Weems holds a Bachelor of Arts - BA in Communication Arts @ California Lutheran University. With a robust skill set that includes Series 63, Mutual Funds, Financial Analysis, Retirement, Profit Sharing and more. John Weems has 1 emails and 1 mobile phone numbers on RocketReach.
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