John Mcgowan Email & Phone Number

Boulder, Colorado, Us

Since leaving RBC on good terms, a lot has happened in my life. In the fall of 2023, I graduated the University of Colorado with a Bachelor's Degree in Political Science and a Minor in Business. I spent the year since graduation in a period of personal goal pursuit. much of this time has been consumed by travel. Since graduating, I have traveled to Vietnam, Thailand, Chile, Japan, Hawaii, Antarctica, and Turks and Caicos islands. While at home, I picked up skills in python and programming, helped maintain and improve my family's fly fishing operation, written puzzles for freelance gigs, and organized several reunions with friends from college. It has been an exciting year, and now I am ready to look for a long-term work commitment to learn and build my skillset with the aim of starting a business of my own someday.

Toronto, Ontario, Ca

-Worked closely with Wealth managers who manage hundreds of clients with hundreds of millions of dollars in managed portfolios.-Built data analysis tools used in the daily operations of the wealth managers -Completed complex data projects in excel-Lead the office's transition onto a new client management software-Created a mixed media presentation to teach the wealth managers the new system-Managed sensitive client data as well as ensuring its smooth integration into the new system, -Personally learned from and interviewed a diverse group of financial experts from different institutions throughout the sector-Made reports on the current performance and current state of our branches client holdings, influencing millions of dollars of asset allocation over the coming years

During this time I was pursuing my degree as a full time student at the University of Colorado. I also invested a large amount of my previous savings in the stock market at the lows of the covid crash, which produced a sizable return after the dramatic crash and rebound in the spring and summer of 2020.

-Designed the website and created the online store for the company-Created and distributed promotional materials-Managed our client and paying members database-Managed client email distribution lists-Organized events at the shop as well as overnight events out of town-Entertained guests during these weekend events, helped prepare meals and planned logistics-Operated retail sales and kept detailed records of transactions-Designed the filing and online order system to make our internal operations more efficient, as well as maintaining an organized inventory system-Gave advice on SEO solutions as well as other marketing and collaboration opportunities.-Maintained the premises, keeping the shop tidy and organized as well as gardening and welding several landscaping features outside