John Whiteknight, Cfp®, Clu, Chfc Email and Phone Number
John Whiteknight, Cfp®, Clu, Chfc work email
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John Whiteknight, Cfp®, Clu, Chfc personal email
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John Whiteknight, Cfp®, Clu, Chfc is a Regional Sales Manager at BAR Financial, LLC. He possess expertise in financial advisory, retirement planning, fixed annuities.
Bar Financial, Llc
View- Website:
- barfinancial.net
- Employees:
- 25
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Regional Sales MangerBar Financial, Llc May 2018 - Present6100 Uptown Blvd Ne, Suite 610 Albuquerque, Nm 87110 Phone (505) 291.8585At BAR Financial, we provide cutting edge knowledge, resources and solutions backed by over 160 years of front line experience that enable our advisors to reach their vision of ultimate success and prosperity. We believe that independence means giving you the freedom to choose your course, while giving you the tools necessary to thrive.Registered representative of and securities and advisory services offer through Cetera Advisor Networks LLC Cetera is under separate ownership from any other named entity.Specialties: Local Support Teams, Marketing: branding, graphic design & targeted marketing campaigns, Transition Assistance, Superior Advisory Platform, BAR Academy: A comprehensive business building & coaching program, Partnership Alliances, Advanced Market Consulting. -
Sales Manager, Wealth AccumulationCuna Mutual Group Aug 2013 - May 2018Charlotte, North Carolina Area* Oversee credit union programs to expand revenues, recruit, hire and coach producers, prospect for new investment programs and manage expenses.* Recruit, train, provide ongoing training to financial advisers in areas of sales, sales process, products and relationship with credit union. * Develop and execute marketing plans to grow programs. -
Field Training LeaderAmeriprise Financial Services, Inc. Jun 2012 - Aug 2013Charlotte, North Carolina AreaCoaching advisors and staff on improving sales. - Delivering a variety of training face-to-face, WebEx and in small groups to grow the business.-Training on all business and client management systems, including contact manager, NaviPlan, ThomsonOne, and others.- Coaching advisors on sales and implementing an effective client service model. -
Investment AdvisorCharles Schwab May 2011 - Jun 2012Phoenix, Arizona AreaProspect Development: Corporate office consultant for prospective clients analyzing their needs and directing them to the appropriate products or a local advisor. -
Financial AdvisorMass Mutual May 2010 - May 2011Newport Beach, CaFinancial Advisor / Field Trainer -
Region Vice PresidentAmeriprise Financial 2007 - 2010Newport Beach, CaResponsible for working with top tier advisors to increase their GDC, and sales of financial plans to current and prospective clients. Implemented sales and marketing strategies with advisors by providing education and training. -
Region Vice President At Ing Financial PartnersIng Financial Partners 2000 - 2008Based In Minneapolis, MnDual role of: 1.) consulting with top 20% of advisors delivering education, information and advice enabling them to grow their businesses while adhering to all compliance regulations, and 2.) assisted with veteran recruiting and then led the Financial Advisor Transition Team to facilitate advisors transition to ING. -
Ids / AmeripriseAmerican Express 1984 - 1999Greater Minneapolis-St. Paul AreaWas successful financial advisor working with small business owners, then at the corporate office with a variety of roles in Marketing and Field Leadership.
John Whiteknight, Cfp®, Clu, Chfc Skills
John Whiteknight, Cfp®, Clu, Chfc Education Details
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Pol Sci
Frequently Asked Questions about John Whiteknight, Cfp®, Clu, Chfc
What company does John Whiteknight, Cfp®, Clu, Chfc work for?
John Whiteknight, Cfp®, Clu, Chfc works for Bar Financial, Llc
What is John Whiteknight, Cfp®, Clu, Chfc's role at the current company?
John Whiteknight, Cfp®, Clu, Chfc's current role is Regional Sales Manager.
What is John Whiteknight, Cfp®, Clu, Chfc's email address?
John Whiteknight, Cfp®, Clu, Chfc's email address is jo****@****ual.com
What schools did John Whiteknight, Cfp®, Clu, Chfc attend?
John Whiteknight, Cfp®, Clu, Chfc attended Duquesne University, Purdue Global Law School.
What skills is John Whiteknight, Cfp®, Clu, Chfc known for?
John Whiteknight, Cfp®, Clu, Chfc has skills like Financial Advisory, Retirement Planning, Fixed Annuities.
Who are John Whiteknight, Cfp®, Clu, Chfc's colleagues?
John Whiteknight, Cfp®, Clu, Chfc's colleagues are Jon B., Diamond Fordham, Eric A. Huck, Cfp, Danielle Hill, Alex Ashton, Tina Sotelo, Edward Tison.
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