John Willis Email and Phone Number
At Wells Fargo, our approach to innovative business growth strategies is both proactive and methodical. My role as a Business Growth Strategy Consultant is a testament to our relentless pursuit of excellence. In my recent tenure, I've honed skills in strategic planning and analysis, which are crucial in navigating the financial landscape and propelling our organization forward.My previous tenures fortified my ability in client relations and operational efficiency. These competencies are now instrumental in driving Wells Fargo's growth, where fostering partnerships and leading initiatives are part of our foundational culture. Our team is dedicated to ensuring that the company continues to lead in the financial sector through innovation and strategic collaboration.
Wells Fargo Advisors
View- Website:
- wellsfargoadvisors.com
- Employees:
- 15127
-
Business Growth Strategy ConsultantWells Fargo Advisors 2024 - PresentCharlotte, North Carolina, United StatesI deliver premier retirement consulting services to financial advisors, offering expert guidance and technical proficiency in IRA and employer-based retirement plan opportunities. This includes comprehensive plan design considerations, product solution alternatives, and advanced sales coaching in the following areas:• Traditional and Roth IRAs• Inherited IRAs and beneficiary planning strategies• Education Savings Accounts (ESAs)• SEP IRAs, SIMPLE IRAs, and Individual 401(k)s• Defined Contribution Plans (401(k), profit sharing, etc.)• Defined Benefit and Cash Balance Plans• 403(b), 457, and Non-Qualified Deferred Compensation (NQDC) Plans -
Team ManagerComputershare 2021 - 2023Corporate Trust acquired from Wells Fargo. -
Team ManagerWells Fargo 2018 - 2021Corporate Trust -
Relationship ManagerWells Fargo 2013 - 2018Institutional Retirement -
AdministratorWells Fargo 2006 - 2013Individual Retirement
John Willis Education Details
-
Business Administration/Management
Frequently Asked Questions about John Willis
What company does John Willis work for?
John Willis works for Wells Fargo Advisors
What is John Willis's role at the current company?
John Willis's current role is Business Growth Strategy Consultant @ Wells Fargo Advisors | Business Growth Strategy.
What schools did John Willis attend?
John Willis attended Catawba College.
Who are John Willis's colleagues?
John Willis's colleagues are Matthew Gelsheimer, Cfp®, April Pallasigue, Bob Guilda, Shalom Morgan, Henry Randall, Rainey Hanley, Judie Zetts.
Not the John Willis you were looking for?
-
3hotmail.com, jbwillis.com, oxy.com
-
John Willis
Auburn, Al -
-
1wm.edu
-
John Willis
Cincinnati, Oh3iwirelesshome.com, fastektax.com, inteserra.com2 +151370XXXXX
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial