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John West is listed as C-Level Executive at Dynamic Capital Investments, based in Scottsdale, Arizona, United States. AeroLeads shows a work email signal at fiwealth.com and a matched LinkedIn profile for John West.
John West previously worked as Chief Executive Officer at Dynamic Capital Investments and EVP at Foundations Investment Advisors. John West holds Master Of Business Administration (Mba), International Finance from Thunderbird School Of Global Management.
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AeroLeads found 1 current-domain work email signal for John West. Compare company email patterns before reaching out.
An established C-Level Executive with proven experience in leading multiple growth-oriented companies within the financial services industry. An expert in building strategic plans that position companies to reach near-term and long-range goals and objectives. Adds value by creating corporate cultures built upon collaboration, communication, and delivering measurable results.Areas of Expertise:★ Forecasting & Budgeting | ★ P&L Management | ★ Margin & EBITDA Improvement | ★ Project & Program Leadership★ Cross-Functional Collaboration | ★ Client Relationship Management | ★ Leading Multiple Departments★ Executive Coaching & Mentoring | ★ Mergers & Acquisitions (M&A) | ★ Financial Sector Compliance★ Executive Leadership | ★ Strategic Planning & Execution | ★ Business Plan Development★ Financial Services Sector | ★ Long-Range Planning | ★ Profitability & Growth☛ Feel free to contact me – ☎️ 480.278.4381 | 📧 JPWinAZ@gmail.com
Listed skills include Investments, Strategy, Business Development, Financial Services, and 13 others.
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► Once the purchase of the broker-dealer was complete, take over as CEO to lead the strategic vision.► Establish the Holding company LLC for Dynamic Capital and registered it in Delaware.► Register DCI in all 50 states, the US Virgin Islands, Puerto Rico, and Washington DC.► Oversee all budgeting, expenses and capital raises for the firm.► Build all.
► Recruited, relocated, and hired to buy and build an affiliated broker-dealer for FIA.► Successfully identified and purchased a clean, shell broker-dealer for the firm.► Oversaw all regulatory approvals through Finra for the purchase of the firm.
► Recruited to the institution to develop and lead the strategic direction of the Operations, Transitions, Technology, and Innovation departments.► Lead a 3-member, Director-level team and 20+ indirect cross-functional reports. ► Serve as a key member of the Executive Committee making critical decisions regarding processes, procedures, workflows, and.
► Strategic advisor to the Executive Committee of Every Income Capital Distributors, providing guidance and recommendations on all product sourcing, as well as research and development. ► Established the company’s long-term corporate strategy, as well as the broker-dealer, compliance, and product due diligence process.
► Provided strategy, guidance, and recommendations to the Executive Committee on fundraising, development, and long-term strategy.
► Oversaw multiple departments for Cole Capital, including Marketing, Operations, Strategic Planning, Events, Sales Strategy and Analytics.► Generated $5B in annual sales by leading the strategic planning and launch of Cole Credit Property Trust IV, V, VI and Cole Credit Income Trust II and III.► Improved operating efficiency by placing a strong focus on.
► Recruited to drive the company’s growth by identifying and analyzing the competitive landscape, market trends, and product and distribution opportunities. ► Increased efficiency and overall sales performance by streamlining existing processes, as well as by introducing new programs and initiatives designed to properly allocate resources.► Authored the.
► Promoted to provide executive leadership with complete decision-making ownership for the ING Funds Client Relations and Service Group. ► Held additional ownership and oversight for Business Analytics and SMA Operations departments.► Stabilized revenue following the 2008 economic collapse; reestablished an annual sales run rate of $7B, after falling from.
► Promoted to build and lead the ING Funds National Accounts Group, including establishing and maintaining key distribution relationships in the Independent, Bank, and Wirehouse channels. ► Built effective strategies and business plans that increased production among core firms at home office, research, and divisional levels. ► Increased sales 70% to.
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John West works for Dynamic Capital Investments.
John West is listed as C-Level Executive at Dynamic Capital Investments.
AeroLeads has found 1 work email signal at @fiwealth.com for John West at Dynamic Capital Investments.
John West is based in Scottsdale, Arizona, United States while working with Dynamic Capital Investments.
John West has worked for Dynamic Capital Investments, Foundations Investment Advisors, Prospera Financial, Every Income Capital Distributors, and Everest Medical Reit.
You can use AeroLeads to view verified contact signals for John West at Dynamic Capital Investments, including work email, phone, and LinkedIn data when available.
John West holds Master Of Business Administration (Mba), International Finance from Thunderbird School Of Global Management.
John West is listed with skills including Investments, Strategy, Business Development, Financial Services, Mutual Funds, Relationship Management, Management, and Finance.
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