John Willis

John Willis Email and Phone Number

Business Growth Strategy Consultant @ Wells Fargo Advisors | Business Growth Strategy @ Wells Fargo Advisors
st. louis, missouri, united states
John Willis's Location
Charlotte, North Carolina, United States, United States
About John Willis

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.

John Willis's Current Company Details
Wells Fargo Advisors

Wells Fargo Advisors

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Business Growth Strategy Consultant @ Wells Fargo Advisors | Business Growth Strategy
st. louis, missouri, united states
Employees:
15127
John Willis Work Experience Details
  • Wells Fargo Advisors
    Business Growth Strategy Consultant
    Wells Fargo Advisors 2024 - Present
    Charlotte, North Carolina, United States
    I 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
  • Computershare
    Team Manager
    Computershare 2021 - 2023
    Corporate Trust acquired from Wells Fargo.
  • Wells Fargo
    Team Manager
    Wells Fargo 2018 - 2021
    Corporate Trust
  • Wells Fargo
    Relationship Manager
    Wells Fargo 2013 - 2018
    Institutional Retirement
  • Wells Fargo
    Administrator
    Wells Fargo 2006 - 2013
    Individual Retirement

John Willis Education Details

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.

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