John Z. Martin Email and Phone Number
John Z. Martin work email
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John Z. Martin personal email
John Z. Martin phone numbers
Experienced professional serving clients to create long-term, customized investment strategies to achieve their defined financial objectives.Areas of expertise include (but are not limited to): Solar financing, Financial Planning and Portfolio Construction, Customized Income Portfolios (both tax-free and tax-advantaged), Estate Planning Strategies, Restricted Securities, Concentrated Securities and Hedging Strategies.
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Senior Account Manager - Multifamily Portfolios - SunrunSunrun Oct 2022 - PresentSan Francisco, Ca, UsSpecializing in solar energy systems for multifamily affordable housing communities throughout the United States. -
Registered RepresentativeCentaurus Financial, Inc.® Oct 2017 - Dec 2022Anaheim, Ca, UsPlanning and development of investment strategies for individuals as well as corporate 401k retirement plan and private endowment management. Series 7, 66; Life, Health & Accident insurance licensed. -
Financial AdvisorMorgan Stanley Nov 2015 - Jun 2017New York, Ny, Us© 2016 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.htmlThe investments listed may not be suitable for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a financial advisor. The appropriateness of a particular investment will depend upon an investor's individual circumstances and objectives. -
Management ConsultantLadera Education Institute Jul 2013 - Oct 2015Helped facilitate and secure the first-stage funding for the launch of Grace Hopper STEM Academy: An unprecedented, independent charter school designed exclusively for marginalized and under-served 6th, 7th, and 8th grade girls who reside within and around the community of South Los Angeles.
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Head Of Business DevelopmentArchangel Global Investors Aug 2013 - Dec 2014Irvine, Ca, UsHead of capital raising on the West Coast for both general partnership and limited partnership investment for a liquid private equity hedge fund strategy that invests only in U.S. publicly-listed companies controlled and owned by leading Buy-Out, Growth Equity, and Venture Capital funds. -
Director Of Alumni And Annual GivingServite High School Jan 2011 - Jul 2013Anaheim, Ca, UsCultivated and maintained relationships amongst alumni, friends and family in conjunction with fundraising interests in support of the Servite High School community; Created marketing campaigns, planned and staffed alumni events, wrote grant proposals to charitable foundations and municipalities; Secured the largest structured gift in school history at the time and raised over $2 million during tenure via multiple initiatives. -
Mortgage ConsultantWells Fargo Apr 2009 - Jan 2011San Francisco, California, Us -
Director Of Sales And MarketingGeneva Companies Oct 2008 - Mar 2009
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Commercial Loan ConsultantEverbank Jun 2008 - Oct 2008Jacksonville, Fl, Us -
Loan ConsultantCountrywide Mortgage Services Jan 2006 - May 2008Milton Keynes, Gb -
Mortgage ConsultantProvident Bank Sep 2004 - Jan 2006Jersey City, Nj, Us -
Mortgage ConsultantThe Mortgage Guild Jan 2003 - Sep 2004Us -
Director Of Strategic RelationsMpower Communications May 1999 - Jan 2003Included turn-around management assignment as Director of Operations for Los Angeles and Orange County markets in the West Region from March 2000 to September 2000. -
BankerBank Of America Mar 1993 - Apr 1998Charlotte, Nc, Us
John Z. Martin Skills
John Z. Martin Education Details
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California State University-FullertonBusiness Administration - Finance -
University Of Notre DameInvestments And General Management
Frequently Asked Questions about John Z. Martin
What company does John Z. Martin work for?
John Z. Martin works for Sunrun
What is John Z. Martin's role at the current company?
John Z. Martin's current role is Senior Multifamily Account Manager - Multifamily Portfolios- Sunrun.
What is John Z. Martin's email address?
John Z. Martin's email address is jo****@****ley.com
What is John Z. Martin's direct phone number?
John Z. Martin's direct phone number is +171439*****
What schools did John Z. Martin attend?
John Z. Martin attended California State University-Fullerton, University Of Notre Dame.
What skills is John Z. Martin known for?
John Z. Martin has skills like Event Planning, Leadership, Management, Team Building, Staff Development, Public Relations, Social Media, Marketing, Nonprofits, Annual Giving, Public Speaking, Higher Education.
Who are John Z. Martin's colleagues?
John Z. Martin's colleagues are Geo Passmore, Scott Raby, Mark Andrews, Horacio Gutierrez, Michael Kong, Samantha Mackenzie, Ruben Ramirez.
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