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Investment Advisor COO
Investment Advisor COO
New mentor!
Member since 2025
  • Seattle
  • Denver
About the mentor

John is friendly and easy-going, has 30 years experience as a Financial Advisor and Sr. Executive at some of the largest firms in the financial industry.  He was the #1 Financial Advisor in the U.S. for Charles Schwab and later built a team of advisors that were the #1 team in the nation for 19 years. 

Recently, he was the Chief Operating Officer and has been recognized as a top executive in the nation. Exceptional communication skills and high emotional intelligence contribute to effective leadership and strategic thinking. Positive, authentic and inspiring leader who has coached hundreds of financial advisors, executives, and others to accomplish dramatic results.  As a fun aside, John coached 22 State Champions as a Varsity Swim Coach and was a TV Sportscaster for CBS. 


 

Expertise
  • Asset Management
  • Sales and Trading
  • Corporate Development
  • Corporate Strategy
  • Investment Advisor
What is WSO Academy?

Intense 12-week program to dramatically improve your odds at landing a high finance offer.

  • Lifetime access to exclusive networking resources and support community to help you land interviews.
  • 300+ hours of courses to train and polish your skills to help ace your interviews.
  • Direct calendar access to our most helpful 120+ Head Mentors.
Why Anonymous?

Some of our mentors are forced to be anonymous due to firm policies or personal preference. Anonymity allows us to i) source the best mentors from the top companies in the world ii) allows them to be honest and give you amazing insight into the industry and firms.

Frequently Asked Questions

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