John Bunch Email and Phone Number
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An accomplished executive with over 30 years’ experience in financial services, successfully leading national and multi-national mergers and acquisitions, as well as businesses in client and advisory team growth initiatives.Currently Chief Executive Officer at Barron’s 20th ranked RIA, Allworth Financial, one of the fastest growing wealth management firms in America. Allworth offers comprehensive financial planning, investment management, tax planning and preparation, estate planning, and 401(k) management.
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Chief Executive OfficerAllworth Financial Nov 2023 - PresentFolsom, California, Us- Currently Chief Executive Officer at Barron’s 20th ranked RIA, Allworth Financial- Leads all aspects of company- Focused on the expansion of Allworth’s advisory team, organic client acquisition, and strategic M&A
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Chief Financial Services DirectorEvelyn Partners Sep 2020 - Oct 2023London, Gb- Chief Financial Services Director at Evelyn Partners, the UK’s leading integrated wealth management and professional services group- Led the Financial Services business - Focused on optimizing client service, maximizing market share, profitable growth and the delivery of Investment Management and Financial Planning propositions -
Chief Executive OfficerVeriship Jul 2019 - Dec 2019Kansas City, Missouri, Us- Focused on accelerating growth through acquisition of the Valence company- Elevated the company’s brand among the nation’s shipping and e-commerce industries -
Executive Vice President And Chief Operating Officer; President, Financial Engines Advisors L.L.C.Financial Engines Feb 2016 - Jul 2019Sunnyvale, Ca, Us- As of June 30, 2019, Financial Engines was the nation’s largest independent investment advisor with over $181 billion in assets under management and over 1.1 million clients.- Led the integration for the overall consolidation of business lines after the $3.02 billion merger with Edelman Financial in July 2018, further expanding the nationwide footprint of the advisor network.- Successfully integrated the high-tech financial advice business model of Financial Engines with the high-touch advisor network of The Mutual Fund Store. -
Chief Executive OfficerThe Mutual Fund Store (Acquired By Financial Engines In February 2016) Feb 2012 - Feb 2016- The Mutual Fund Store is a nationwide system of registered investment advisers, which includes affiliated companies and independently owned/operated franchises- Recruited by private equity firm Warburg Pincus to assume CEO role. Created a five-year business model outlining new strategic direction and gained support to implement from investors.- During a three-year period, tripled EBITA ($16 to $50M) while achieving 40% profit margins.
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President, Retail DistributionTd Ameritrade Jun 2007 - Feb 2012Omaha, Ne, Us- Contributed to shaping the strategy for the future organisation - Tripled the annual net new client assets to a Company record of $41 billion or 12% annual growth rate- Built a world-class sales and service team with a five-star rating in SmartMoney Magazine’s Annual Broker Survey, June 2011 -
Head Of BranchesTd Ameritrade Jan 2006 - Jun 2007Omaha, Ne, Us- Responsible for ensuring efficient operations and financial results, across a network of over 140 branches - Oversaw the Retail Branch experiences for both client and colleague
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Executive Vice President Branch DistributionTd Waterhouse 2004 - Jan 2006Toronto, Ontario, Ca- Developed and managed a nationwide retail branch network for the second largest discount broker in the US - Responsible for ensuring efficient operations and financial results driving aggressive growth -
Divisional Senior Vice PresidentCharles Schwab 2001 - 2004Westlake, Texas, Us -
Senior Vice President - Advice Marketing And Product DevelopmentCharles Schwab 2000 - 2001Westlake, Texas, Us
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Senior Vice President - Head Of Development And TrainingCharles Schwab 1995 - 2000Westlake, Texas, Us
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Vice President And Branch ManagerCharles Schwab 1993 - 1995Westlake, Texas, Us
John Bunch Skills
John Bunch Education Details
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University Of Michigan - Stephen M. Ross School Of BusinessMichigan Executive Program -
University Of Iowa
Frequently Asked Questions about John Bunch
What company does John Bunch work for?
John Bunch works for Allworth Financial
What is John Bunch's role at the current company?
John Bunch's current role is Chief Executive Officer at Allworth Financial.
What is John Bunch's email address?
John Bunch's email address is jb****@****ore.com
What is John Bunch's direct phone number?
John Bunch's direct phone number is +191331*****
What schools did John Bunch attend?
John Bunch attended University Of Michigan - Stephen M. Ross School Of Business, University Of Iowa.
What skills is John Bunch known for?
John Bunch has skills like Investments, Financial Services, Leadership, Management, Series 7, Strategic Planning, Series 63, Wealth Management, Securities, Portfolio Management, Investment Advisory, Mutual Funds.
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