John Whelan Email & Phone Number
Managing Director - Investments @ Wells Fargo Advisors
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John Whelan Location
- Pittsburgh, PA, US
John Whelan Work
- 1986 - now Managing Director - Investments @
- 1982 - 1986 Financial Advisor @
John Whelan Education
- University of Pittsburgh - Joseph M. Katz Graduate School of Business
Master of Business Administration (M.B.A.) (Finance & Marketing)
1980 - 1981 - Washington & Jefferson College
Bachelor's degree (Economics)
1973 - 1977
John Whelan Skills
- Retirement Planning
- Investment Strategies
- tax-efficient strategies
- financial strategies
- estate planning strategies
- Insurance
- IRAs
- IRA Rollovers
- Investments
- Financial Services
- Finance
- Wealth Management Services
- Financial Analysis
- Estate Planning
- Series 7
- Wealth Management
- Strategic Planning
- Financial Modeling
- Marketing
- Microsoft Excel
- Management
- Tax Efficient Strategies
- Loans
- Wealth Preservation Strategies
John Whelan Summary
- John Whelan, based in Pittsburgh, PA, US, is currently a Managing Director - Investments at Wells Fargo Advisors. John Whelan brings experience from previous roles at Merrill Lynch. John Whelan holds a 1980 - 1981 Master of Business Administration (M.B.A.) in Finance & Marketing @ University of Pittsburgh - Joseph M. Katz Graduate School of Business. With a robust skill set that includes Retirement Planning, Investment Strategies, tax-efficient strategies, financial strategies, estate planning strategies and more. John Whelan has 1 emails and 3 mobile phone numbers on RocketReach.
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