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John Webster Iii Email & Phone Number

Associate Wealth Manager at Integrated Financial Partners
Location: Mashpee, Massachusetts, United States 5 work roles 3 schools
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Role
Associate Wealth Manager
Location
Mashpee, Massachusetts, United States
Company size

Who is John Webster Iii? Overview

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Quick answer

John Webster Iii is listed as Associate Wealth Manager at Integrated Financial Partners, a with 136 employees, based in Mashpee, Massachusetts, United States. AeroLeads shows a matched LinkedIn profile for John Webster Iii.

John Webster Iii previously worked as Specialist at Cone Appliance and Supervisor and Sales Associate at Cot, Inc. John Webster Iii holds In Progress, Finance, General, Senior from Coastal Carolina University.

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Email format at Integrated Financial Partners

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Integrated Financial Partners

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Profile bio

About John Webster Iii

As an Associate Wealth Manager at Integrated Financial Partners, working under the guidance of Chris Cavallaro, I am dedicated to supporting clients in achieving their financial goals through strategic planning and personalized service. My education from Coastal Carolina University provides me with a strong foundation, and I am currently focused on obtaining my financial licensing to better serve my clients.In my role, I am learning the intricacies of wealth management and how to integrate various financial solutions to create comprehensive strategies. While I am not yet licensed to offer specific products, I am committed to gaining the necessary qualifications and expertise to provide robust financial guidance and support.Feel free to connect with me to discuss financial strategies, industry insights, or potential collaboration opportunities.

Current workplace

John Webster Iii's current company

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Integrated Financial Partners
Integrated Financial Partners
Associate Wealth Manager
waltham, massachusetts, united states
Website
Employees
136
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5 roles

John Webster Iii work experience

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Specialist

Cone Appliance

Bradenton, Florida, United States

- Receptionist & Out of Warranty Specialist at Cone Appliance Repair Co. - Receptionist Role: - Specialized in managing voicemails and text message inquiries from customers. - Collaborated with the scheduling department and managers to optimize customer service. - Interacted with major appliance manufacturers including Samsung, Whirlpool, and GE. - Out of Warranty Specialist Role: - Demonstrated proficiency in using Samsung's GSPN platform. - Managed and processed cancellations of out-of-warranty service orders. - Ensured efficient order management and acknowledgement processes.

Jul 2022 - Jun 2024

Supervisor And Sales Associate

Mashpee, Massachusetts, United States

- Supervisor and Salesman at Sol Optics, Mashpee & Falmouth - Expanded work experience in sales and leadership during college summer breaks. - Entrusted as key holder, managing store operations and co-workers in the manager's absence. - Handled register operations, inventory management, customer inquiries, and online retail orders across multiple platforms. - Led employee training sessions, emphasizing business practices and client relationship building. - Excelled in sales role, consistently ranking within the top 15 salesmen in the first year and top 10 in the second year out of 75 employees across 11 stores. - Spearheaded the Maui Jim sales contest, selling over 160 pairs in two months. - Gained experience selling high-end eyewear brands including Cartier, Tom Ford, Oliver Peoples, Kering Eyewear Brands, and Luxottica Brands.

May 2022 - Aug 2023

Outside Services & Caddie

Sandwich, Massachusetts, United States

- Outside Service Operations and Caddie at The Ridge Club, Sandwich, MA (By Club Corp) - Cultivated accountability and professionalism through caddie responsibilities, including member interaction and support with club selection and recommendations. - Enhanced collaboration and interpersonal skills within a team-oriented workplace. - Developed patience and the ability to read social cues through interactions with club members. - Honored with The Francis Ouimet Scholarship in recognition of hard work and dedication. - Performed various duties as an Outside Service Attendant, including cart maintenance, cleaning, and customer service. - Gained experience in a high-paced, time-sensitive work environment, furthering skills in member accommodation and efficient operations.

Jun 2016 - Jul 2023

On Call Boa (Business Office Administrator)

Peachtree City, Georgia, United States

- Financial Internship at Edward Jones, Peachtree City, GA - Fulfilled college credit requirements for Coastal Carolina University through a financial internship. - Accumulated over 180 hours of study and observation under CFP Christopher Allessio. - Gained insight into the roles and responsibilities of a financial advisor. - Observed the management of a nationally recognized book of business within Edward Jones. - Developed understanding of various markets, client solutions, industry rules, and regulations. - Learned the importance of building and maintaining trusted relationships with clients. - Confirmed my interest in finance and pursuit of becoming a Certified Financial Planner (CFP).

May 2023 - Jun 2023
Team & coworkers

Colleagues at Integrated Financial Partners

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3 education records

John Webster Iii education

In Progress, Finance, General, Senior

Activities and Societies: 3.5 GPA Dean's List 2021-2024 Member of Finance Club

High School Diploma, Senior

Saint John Paul Ii High School, Hyannis Ma

Activities and Societies: - Graduated with Honors - Winner of the Walter Hewins Award for the Cape Cod High School's Golf Championship.

High School, Freshman - Junior

Activities and Societies: -High Honors -President of Roots & Shoots, Service and Environmental club -Recorded over 150+ service hours.

FAQ

Frequently asked questions about John Webster Iii

Quick answers generated from the profile data available on this page.

What company does John Webster Iii work for?

John Webster Iii works for Integrated Financial Partners.

What is John Webster Iii's role at Integrated Financial Partners?

John Webster Iii is listed as Associate Wealth Manager at Integrated Financial Partners.

Where is John Webster Iii based?

John Webster Iii is based in Mashpee, Massachusetts, United States while working with Integrated Financial Partners.

What companies has John Webster Iii worked for?

John Webster Iii has worked for Integrated Financial Partners, Cone Appliance, Cot, Inc, Clubcorp, and Edward Jones.

Who are John Webster Iii's colleagues at Integrated Financial Partners?

John Webster Iii's colleagues at Integrated Financial Partners include Angelina Compston, Judith Chimenti, Marwah Jalawan, Colby Dobrusin, Cfp®, Aif®, and Jason Horwitz, Cfp®, Crpc®.

How can I contact John Webster Iii?

You can use AeroLeads to view verified contact signals for John Webster Iii at Integrated Financial Partners, including work email, phone, and LinkedIn data when available.

What schools did John Webster Iii attend?

John Webster Iii holds In Progress, Finance, General, Senior from Coastal Carolina University.

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