John Gardner, Cfa Retired

John Gardner, Cfa Retired Email and Phone Number

Hello @ None
John Gardner, Cfa Retired's Location
Foxborough (Foxboro), Massachusetts, United States, United States
About John Gardner, Cfa Retired

Over 20 years of investment portfolio management experience. Capable problem solver with a strong operations background. Demonstrated analytical skills. A dependable, persevering team player with a positive attitude. Recognized for excellent client service. Excels in consultative sales approach.

John Gardner, Cfa Retired's Current Company Details
None

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Employees:
4480
John Gardner, Cfa Retired Work Experience Details
  • None
    Retired
    None Apr 2022 - Present
    Foxborough (Foxboro), Massachusetts, United States
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  • Citizens Bank
    Financial Advisor
    Citizens Bank Jan 2013 - Aug 2023
    Boston
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  • Bank Of America
    Portfolio Oversight Manager
    Bank Of America Aug 2014 - Mar 2022
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  • Edward Jones
    Financial Advisor
    Edward Jones Jun 2011 - Jan 2013
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  • Integrated Financial Partners
    Investment Advisor
    Integrated Financial Partners Jul 2010 - Jun 2011
    Building a business using my 20+ years of experience.
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  • Fundquest
    Senior Investment Analyst
    Fundquest Jan 2002 - Jun 2010
    Worked with financial advisors at over 20 broker dealers developing investment portfolios suitable to their clients’ goals and risk tolerances. Was instrumental in growing the Separate Accounts program from $93 million to over $2 billion in sales.
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  • Capital Analysts Of New England
    Chief Investment Manager
    Capital Analysts Of New England 1996 - 2001
    Designed, presented and implemented investment plans for existing and prospective clients. Increased the firm’s fee-based revenues by over 100 percent in each of my first two full years.
  • New England Banking Institute
    Instructor
    New England Banking Institute 1985 - 1997
  • Boston Security Analyst Society
    Lecturer
    Boston Security Analyst Society 1991 - 1996
    Covered fixed income portfolio management and mortgage investing.
  • Amica Mutual Insurance Co.
    Fixed Income Portfolio Manager
    Amica Mutual Insurance Co. 1993 - 1995
    Managed taxable and tax-exempt fixed income portfolios in excess of $1.4 billion using US government, US mortgage-backed and US municipal securities. Increased the allocation of municipal and mortgage securities by over $400 million, increasing after tax income by more than $3 million annually.
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John Gardner, Cfa Retired Education Details

Frequently Asked Questions about John Gardner, Cfa Retired

What company does John Gardner, Cfa Retired work for?

John Gardner, Cfa Retired works for None

What is John Gardner, Cfa Retired's role at the current company?

John Gardner, Cfa Retired's current role is Hello.

What schools did John Gardner, Cfa Retired attend?

John Gardner, Cfa Retired attended Suffolk University - Sawyer Business School.

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