John Ptak

John Ptak Email and Phone Number

AVP-Branch Manager @ Beal Bank USA
6000 Legacy Drive, Plano,TX 75024,United States
John Ptak's Location
Quincy, Massachusetts, United States, United States
John Ptak's Contact Details

John Ptak work email

John Ptak personal email

n/a

John Ptak phone numbers

About John Ptak

John Ptak is a AVP-Branch Manager at Beal Bank USA. He possess expertise in series 63, series 7, securities, finra, mutual funds and 1 more skills.

John Ptak's Current Company Details
Beal Bank USA

Beal Bank Usa

View
AVP-Branch Manager
6000 Legacy Drive, Plano,TX 75024,United States
Website:
bealbank.com
Employees:
302
John Ptak Work Experience Details
  • Beal Bank Usa
    Avp-Branch Manager
    Beal Bank Usa
    Quincy, Ma, Us
    View
  • Merrill Lynch Wealth Management
    Investment Specialist
    Merrill Lynch Wealth Management Jan 2010 - Sep 2010
  • Merrill Lynch
    Vice President-Client Relationship Manager
    Merrill Lynch Jun 2006 - Mar 2009
    View
  • Smith Barney
    Vice President Operations Manager
    Smith Barney Jun 2004 - Jun 2006
    View
  • Tucker Anthony, Inc/Rbc Dain Rauscher
    Vice President - Assistant Branch Manager
    Tucker Anthony, Inc/Rbc Dain Rauscher May 2001 - Oct 2003
  • Cowen & Co
    Vp
    Cowen & Co 1995 - 2001
  • Dean Witter
    Assistant Vice President & Operations Manager
    Dean Witter 1978 - 1995
    View

John Ptak Skills

Series 63 Series 7 Securities Finra Mutual Funds Series 8

John Ptak Education Details

Frequently Asked Questions about John Ptak

What company does John Ptak work for?

John Ptak works for Beal Bank Usa

What is John Ptak's role at the current company?

John Ptak's current role is AVP-Branch Manager.

What is John Ptak's email address?

John Ptak's email address is re****@****msn.com

What is John Ptak's direct phone number?

John Ptak's direct phone number is +161742*****

What schools did John Ptak attend?

John Ptak attended Harvard University, John Dickinson High School.

What skills is John Ptak known for?

John Ptak has skills like Series 63, Series 7, Securities, Finra, Mutual Funds, Series 8.

Who are John Ptak's colleagues?

John Ptak's colleagues are Dwayne Johnson, Jennifer Boutte, Jamecia Finnie, Kelly Kuecher, Halide Eser, Jay Varma, Rebecca Clark.

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