Jon Anderson Email & Phone Number
Managing Director, Head of Workplace and Retirement @ Cetera Financial Group
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Jon Anderson Location
- San Diego, CA, US
Jon Anderson Work
- 2024 -now Managing Director, Head of Workplace and Retirement @
- 2018 -2024 Board Member - Business Advisory Board @
- 2021 -2024 Head of Advisor Growth Solutions @
- 2018 -2021 Leadership Council @
- 2017 -2021 Head of Retirement @
- 2014 -2017 Director, Retirement Plan Solutions @
- 2012 -2014 Vice President - Institutional Sales @
- 2009 -2012 West Region Manager, Retirement Consulting Group - Retirement Partners @
- 2008 -2009 Wealth Manager @
- 2006 -2008 Financial Advisor @ AIG VALIC
- 2001 -2003 Customer Relations Representative @ AIMSCO LLC
Jon Anderson Education
- Franciscan University of Steubenville
Bachelors (Economics)
- Bernards High School
Jon Anderson Skills
- Interpersonal Skills
- Business Management
- Retirement Plan Consulting
- 401k
- Process Improvement
- Customer Service
- Negotiation
- Series 7
- Retirement Planning
- Retirement
- Mutual Funds
- Operational Streamlining
- Strategic Financial Planning
- Investment Advisory
- FINRA
- Sales
- Financial Analysis
- Financial Advisory
- Morningstar
- Finance
- Wealth
- Securities
- Investment Strategies
- Series 63
- Asset Allocation
- Investments
- Series 65
- Uniform Combined State Law
- Wealth Management
- Series 6
- Separately Managed Accounts
- ETFs
- Financial Planning
- Securities Regulation
- 401(k) Retirement Savings Plans
- Trading
- Retirement Plan
- Marketing
- Separately Managed
- Uniform Combined State
- Business Development
- Public Speaking
- 401k Retirement Savings Plans
- Strategic Financial
- 401 Retirement Savings Plans
Jon Anderson Summary
- Jon Anderson, based in San Diego, CA, US, is currently a Managing Director, Head of Workplace and Retirement at Cetera Financial Group. Jon Anderson brings experience from previous roles at Franciscan University of Steubenville, Cetera Financial Group and National Association of Plan Advisors. Jon Anderson holds a Bachelors in Economics @ Franciscan University of Steubenville. With a robust skill set that includes Interpersonal Skills, Business Management, Retirement Plan Consulting, 401k, Process Improvement and more. Jon Anderson has 3 emails and 2 mobile phone numbers on RocketReach.
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Top Cetera Financial Group Employees
Jon Anderson
Managing Director, Head of Workplace and Retirement
San Diego, CA, US
Tom Halloran
President and CEO of Cetera Advisors
Wellesley, MA, US
Casper Thomsen
Managing Director, Head of Enterprise Data
Texas, United States
Summer Pretzer
Senior Vice President, Head of Risk Controls
San Diego, CA, US
Michael Durbin
Chief Executive Officer
United States
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