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John Whitehead Location
Portland, OR, US
John Whitehead Work
2023 -now Regional Director @
2021 -2023 Managing Partner @
2013 -2021 Vice President @
2013 -2021 Vice President @
now Senior Partner @
John Whitehead Education
University of Washington
BA (Economics)
1986-1990
Beaverton High School 1984-1986
John Whitehead Skills
Leadership
Financial Markets
Client Focused
Needs Analysis
Onboarding
Insurance Planning
Problem Solving
Talent Development
Budgeting
Retirement Planning
Wealth Management
Financial Services
Insurance
Long Term Care Insurance
Strategic Financial Planning
Long-term Care
Retirement
Coaching
Estate Planning
Fixed Annuities
Life Insurance
Disability Insurance
Investments
Employee Benefits
Series 7
401k
Investment Strategies
Financial Planners
Series 6
IRAs
Health Insurance
Term Life Insurance
Whole Life
Mutual Funds
401k Rollovers
Management
Securities
Wealth Accumulation
Finance
Series 63
Investment Advisory
Financial Advisory
Microsoft Office
Business Strategy
Business Development
Long Term Care
Project Planning
Strategic Financial
John Whitehead Summary
John Whitehead, based in Portland, OR, US, is currently a Regional Director at Prudential Financial. John Whitehead brings experience from previous roles at MassMutual Oregon, Pacific Capital Resource Group and New York Life Insurance Company. John Whitehead holds a 1986 - 1990 BA in Economics @ University of Washington. With a robust skill set that includes Leadership, Financial Markets, Client Focused, Needs Analysis, Onboarding and more. John Whitehead has 2 emails and 2 mobile phone numbers on RocketReach.
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