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 @
- 2021 -2024 Head of Advisor Growth Solutions @
- 2017 -2021 Head of Retirement @
- 2014 -2017 Director, Retirement Plan Solutions @
- 2018 -2024 Board Member - Business Advisory Board @
- 2018 -2021 Leadership Council @
- 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 Cetera Financial Group and Franciscan University of Steubenville. 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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