John Wellington Email & Phone Number
Chief Operating Officer @ Kuttin Wealth Management, A private wealth advisory practice of Ameriprise Financial Services, LLC
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John Wellington Location
- New York, NY, US
John Wellington Work
- 2021 -now Chief Operating Officer @
- 2019 -2021 Financial Advisor @ Opus: Advice First, A private wealth advisory practice of Ameriprise Financial S
- 2017 -2019 Enterprise Sales Director @
- 2014 -2017 Vice President - Solutions Group @
- 2008 -2014 Account Officer @
- 2007 -2008 Managing Director @ Bear Stearns (purchased by J.P. Morgan)
- 2005 -2006 Chief Administrative Officer @
- 2000 -2005 Director - Wealth Management and Advisory Services @
- 1993 -1997 Branch Manager @
- 1984 -1993 Financial Advisor @
John Wellington Education
- Middlebury College
BA (Economics, Creative Writing)
- The London School of Economics and Political Science (LSE)
Bachelor of Arts (B.A.) (Economics)
- Lewisburg Area High School
High School Diploma
John Wellington Skills
- Microsoft Excel
- Financial Services
- Wealth Management
- Management
- Business Development
- Investments
- Risk Management
- Business Process Improvement
- Finance
- Business Analysis
- Strategic Planning
- Consulting
- Leadership
- Training
- Public Speaking
- Team Building
- Coaching
- Relationship Management
- Product Marketing
- Process Improvement
- Productivity Coaching
- Product Innovation
- Project Management
- Budgetary Control
- Strategic Partnerships
- Strategic Financial Planning
- Presentations
- Voice of the Customer
- Strategy
- Series 7
- Equities
- Hedge Funds
- Alternative Investments
- Securities
- Fixed Income
- Series 63
- Financial Advisory
- Financial Planning
- Asset Management
- Portfolio Management
- Mutual Funds
- Capital Markets
- Trading
- Strategic Financial
- Enterprise Software
- Account Management
- Enterprise Solution Sales
- Financial Analysis
- Microsoft Office
- Networking
- Aviation
- Sales Management
- Sales
John Wellington Summary
- John Wellington, based in New York, NY, US, is currently a Chief Operating Officer at Kuttin Wealth Management. John Wellington brings experience from previous roles at Opus: Advice First, A private wealth advisory practice of Ameriprise Financial S, Quovo, Broadridge Financial Solutions and JP Morgan. John Wellington holds a BA in Economics, Creative Writing @ Middlebury College. With a robust skill set that includes Microsoft Excel, Financial Services, Wealth Management, Management, Business Development and more. John Wellington has 1 emails and 2 mobile phone numbers on RocketReach.
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Top Kuttin Wealth Management, A private wealth advisory practice of Ameriprise Financial Services, LLC Employees
John Wellington
Chief Operating Officer
New York, NY, US
Steve Shepherd
Financial Advisor
Katonah, NY, US
Matthew Johnson
Leader of Financial Advice with KWM
Minneapolis, MN, US
Matthew Poteete
Senior Vice President
Washington, DC, US
Darrin Apma
Financial Advisor | Vice President
Manasquan, NJ, US
Chad Akselrad
Financial Advisor, Insurance Specialist
Philadelphia, PA, US
Tyler Palumbo
Senior Vice President
New York, NY, US
Christa Lawson
Executive Assistant To Chief Executive Officer
Glen Cove, NY, US
Ashley Lang
Financial Advisor
New York, NY, US
Jonathan Kuttin
Private Wealth Advisor
Hauppauge, NY, US
Len Stadtmueller
Financial Advisor
Appleton, WI, US
Mark Dellisant
Director of Investments
New York, NY, US
Scott Hlatky
Chief Strategy and Execution Officer
New York, NY, US
Dylan Krieg
Financial Advisor
New York, NY, US
Kimberly Holubec
Chief of Staff | Strategic Operations
Houston, TX, US
Clint Gilchrist
Chief Financial Officer
Frisco, TX, US
Kristina Adamson
Chief Marketing Officer
Frisco, TX, US
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