John Z. Martin

John Z. Martin Email and Phone Number

Senior Multifamily Account Manager - Multifamily Portfolios- Sunrun @ Sunrun
John Z. Martin's Location
Dana Point, California, United States, United States
John Z. Martin's Contact Details

John Z. Martin work email

John Z. Martin personal email

n/a

John Z. Martin phone numbers

About John Z. Martin

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.

John Z. Martin's Current Company Details
Sunrun

Sunrun

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Senior Multifamily Account Manager - Multifamily Portfolios- Sunrun
Website:
sunrun.com
John Z. Martin Work Experience Details
  • Sunrun
    Senior Account Manager - Multifamily Portfolios - Sunrun
    Sunrun Oct 2022 - Present
    San Francisco, Ca, Us
    Specializing in solar energy systems for multifamily affordable housing communities throughout the United States.
  • Centaurus Financial, Inc.®
    Registered Representative
    Centaurus Financial, Inc.® Oct 2017 - Dec 2022
    Anaheim, Ca, Us
    Planning 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.
  • Morgan Stanley
    Financial Advisor
    Morgan Stanley Nov 2015 - Jun 2017
    New 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.
  • Ladera Education Institute
    Management Consultant
    Ladera Education Institute Jul 2013 - Oct 2015
    Helped 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.
  • Archangel Global Investors
    Head Of Business Development
    Archangel Global Investors Aug 2013 - Dec 2014
    Irvine, Ca, Us
    Head 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.
  • Servite High School
    Director Of Alumni And Annual Giving
    Servite High School Jan 2011 - Jul 2013
    Anaheim, Ca, Us
    Cultivated 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.
  • Wells Fargo
    Mortgage Consultant
    Wells Fargo Apr 2009 - Jan 2011
    San Francisco, California, Us
  • Geneva Companies
    Director Of Sales And Marketing
    Geneva Companies Oct 2008 - Mar 2009
  • Everbank
    Commercial Loan Consultant
    Everbank Jun 2008 - Oct 2008
    Jacksonville, Fl, Us
  • Countrywide Mortgage Services
    Loan Consultant
    Countrywide Mortgage Services Jan 2006 - May 2008
    Milton Keynes, Gb
  • Provident Bank
    Mortgage Consultant
    Provident Bank Sep 2004 - Jan 2006
    Jersey City, Nj, Us
  • The Mortgage Guild
    Mortgage Consultant
    The Mortgage Guild Jan 2003 - Sep 2004
    Us
  • Mpower Communications
    Director Of Strategic Relations
    Mpower Communications May 1999 - Jan 2003
    Included 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.
  • Bank Of America
    Banker
    Bank Of America Mar 1993 - Apr 1998
    Charlotte, Nc, Us

John Z. Martin Skills

Event Planning Leadership Management Team Building Staff Development Public Relations Social Media Marketing Nonprofits Annual Giving Public Speaking Higher Education Community Outreach Fundraising Strategic Planning Social Media Marketing Budgets Educational Leadership

John Z. Martin Education Details

  • California State University-Fullerton
    California State University-Fullerton
    Business Administration - Finance
  • University Of Notre Dame
    University Of Notre Dame
    Investments 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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