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
- Chief Operating Officer @ (February 2021 - Present)
- Financial Advisor @ Opus: Advice First, A private wealth advisory practice of Ameriprise Financial S (March 2019 - January 2021)
- Enterprise Sales Director @ (April 2017 - January 2019)
- Vice President - Solutions Group @ (April 2014 - March 2017)
- Account Officer @ (June 2008 - March 2014)
- Managing Director @ Bear Stearns (purchased by J.P. Morgan) (April 2007 - June 2008)
- Chief Administrative Officer @ (January 2005 - January 2006)
- Director - Wealth Management and Advisory Services @ (January 2000 - January 2005)
- Branch Manager @ (January 1993 - January 1997)
- Financial Advisor @ (January 1984 - January 1993)
John Wellington Education
- Middlebury College
BA (Economics, Creative Writing)
- Lewisburg Area High School
High School Diploma
- The London School of Economics and Political Science (LSE)
Bachelor of Arts (B.A.) (Economics)
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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