Mgr., Retirement Consulting Services - Retirement Consulting Services - San Diego Team
John joined Commonwealth in March 2011 as a business development consultant. In his current role as senior business development consultant, he consults with advisors on business development, product options, sales strategies, competitive positioning, and best practices related to building a successful retirement book of business. John also assists advisors and home office personnel with compliance and responds to technical support questions on retirement-related topics. Prior to joining Commonwealth, John worked at Cafaro Greenleaf, where he was actively involved in sales/marketing and client service to plan sponsors nationwide. He was also recognized as one of the Top 300 Most Influential Advisors in Defined Contribution by 401kWire in 2009 and 2010. Prior to that, he worked at a subsidiary of the Bank of New York/Mellon, and was president of Sterne Agee Asset Management and vice president of Alex Brown and Sons Incorporated. John holds FINRA Series 7, 63, and 65 securities registrations, the Certified Financial Services Coach certificate, as well as the CFP® and AIF® designations. He is currently working to earn the International Coaching Federation (ICF) designation. John graduated from Emory University in Atlanta. In his free time, John enjoys traveling; some of his favorite destinations are France, Argentina, and New York City. As a recipient of a Certificat de Cuisine from Le Cordon Bleu cooking school in Paris, he also enjoys creating culinary experiments at home and exploring new places around the country.