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John Maresca Email & Phone Number
Client Relationship Manager
at
Merit Financial Advisors
1 work email found
@trinityfp.com
2 phones found area 610
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Client Relationship Manager
Location
Phoenixville, Pennsylvania, United States
Company size
Who is John Maresca? Overview
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Quick answer
John Maresca is listed as Client Relationship Manager at Merit Financial Advisors, a with 257 employees, based in Phoenixville, Pennsylvania, United States. AeroLeads shows a work email signal at trinityfp.com, phone signal with area code 610, and a matched LinkedIn profile for John Maresca.
John Maresca previously worked as Client Relationship Manager at Trinity Financial Partners and Relationship Manager at Sei. John Maresca holds Bachelor’S Degree, Accounting And Finance from Bryant University.
Company email context
Email format at Merit Financial Advisors
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*@trinityfp.com
68% confidence
AeroLeads found 1 current-domain work email signal for John Maresca. Compare company email patterns before reaching out.
Profile bio
About John Maresca
Independent Advisor Solutions by SEI provides financial advisors with turnkey wealth management services through outsourced investment strategies, administration and technology platforms, and practice management programs. With a history of financial strength, stability, and transparency, we have been serving the independent financial advisor market and the clients who depend on them for more than 25 years. For more information visit www.seic.com/advisors.
Listed skills include Accounting, Finance, Investments, Portfolio Management, and 1 others.
Current workplace
John Maresca's current company
Company context helps verify the profile and gives searchers a useful next step.
Merit Financial Advisors
10 roles
John Maresca work experience
A career timeline built from the work history available for this profile.
Client Relationship Manager
Client Relationship Manager
Relationship Manager
Aug 2015 - Jun 2021
Personal Financial Associate
-Managing and selling investments of $100 thousand or less, portfolio of $5 million-Selling customers personal loans and lines, insurance, and home equity products-Training employees on the referral process and tactics to increase sales activities
Jun 2014 - May 2015
Assistant Art Director
Bbcg Productions
-Responsible for managing the art department budget and petty cash-Exhibited the ability to meet daily deadlines under a rigorous production schedule-Scheduled and assigned daily responsibilities for art department crew members
Apr 2014 - Jun 2014
Register Personal Banker Ii
-Creating and maintaining relationships with high net worth customers-Served as an intermediary between clients and the private bank and advisory partners -Consistently met daily and quarterly sales goals
Sep 2012 - Dec 2013
Financial Assistant
Market Street Advisors
-Back office support for advisors throughout the U.S. using MSA Archer and APL-Account set up, data entry, and various account maintenance tasks-Processing and confirming daily contributions and withdrawals-Daily account reconciliation
Apr 2012 - Aug 2012
Investment Adviser Representative
-Conducting financial needs analysis and recommending appropriate products to meet client needs-Educating and selling clients products including Annuities, Life Insurance, Mutual Funds, 529 plans, Long Term Care, and Disability
Feb 2011 - Feb 2012
Accounting Clerk
-Processed weekly payroll for SBA partnership using ADP and Great Plains-Assisted in approving, processing, and billing weekly expense reports for FDIC receivership contract-Provided support and training over the phone and on-site to 300+ consultants throughout the United States-Maintained 10 weekly and monthly account reconciliations-Experience in Excel spreadsheet creation and maintenance
Jun 2009 - Feb 2011
1 education record
John Maresca education
FAQ
Frequently asked questions about John Maresca
Quick answers generated from the profile data available on this page.
What company does John Maresca work for?
John Maresca works for Merit Financial Advisors.
What is John Maresca's role at Merit Financial Advisors?
John Maresca is listed as Client Relationship Manager at Merit Financial Advisors.
What is John Maresca's email address?
AeroLeads has found 1 work email signal at @trinityfp.com for John Maresca at Merit Financial Advisors.
What is John Maresca's phone number?
AeroLeads has found 2 phone signal(s) with area code 610 for John Maresca at Merit Financial Advisors.
Where is John Maresca based?
John Maresca is based in Phoenixville, Pennsylvania, United States while working with Merit Financial Advisors.
What companies has John Maresca worked for?
John Maresca has worked for Merit Financial Advisors, Trinity Financial Partners, Sei, First Niagara Bank, and Bbcg Productions.
How can I contact John Maresca?
You can use AeroLeads to view verified contact signals for John Maresca at Merit Financial Advisors, including work email, phone, and LinkedIn data when available.
What schools did John Maresca attend?
John Maresca holds Bachelor’S Degree, Accounting And Finance from Bryant University.
What skills is John Maresca known for?
John Maresca is listed with skills including Accounting, Finance, Investments, Portfolio Management, and Mutual Funds.
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