John Corrieri, Mba, Ctfa
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John Corrieri, Mba, Ctfa Email & Phone Number

Vice President Employer Services at Saturna Capital
Location: Bellingham, Washington, United States 9 work roles 2 schools
1 work email found @saturna.com 3 phones found area 804, 800, and 708 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 3 phones

Work email j****@saturna.com
Direct phone (804) ***-****
LinkedIn Profile matched
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Current company
Saturna Capital
Role
Vice President Employer Services
Location
Bellingham, Washington, United States
Company size
66 employees

Who is John Corrieri, Mba, Ctfa? Overview

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Quick answer

John Corrieri, Mba, Ctfa is listed as Vice President Employer Services at Saturna Capital, a company with 66 employees, based in Bellingham, Washington, United States. AeroLeads shows a work email signal at saturna.com, phone signal with area code 804, 800, 708, and a matched LinkedIn profile for John Corrieri, Mba, Ctfa.

John Corrieri, Mba, Ctfa previously worked as Founder / Principal at Madison Ventura Financial Solutions and Company Officer & Divisional Leader, VP Retirement Services at Mutual Of Omaha. John Corrieri, Mba, Ctfa holds Mba, Business Administration from Babson F.W. Olin Graduate School Of Business.

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Email format at Saturna Capital

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*@saturna.com
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AeroLeads found 1 current-domain work email signal for John Corrieri, Mba, Ctfa. Compare company email patterns before reaching out.

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Profile bio

About John Corrieri, Mba, Ctfa

I have been fortunate to serve in multiple Executive Leadership roles, delivering profitable growth and market expansion within four Fortune 500 financial services companies, creating industry pioneering sales and marketing strategies, and fostering diverse, high performing teams. Major experience lies in motivating and leading cross-functional teams to bring about fundamental change and improvement in strategy, process, and profitability. Divisional Leadership | P&L Ownership | Sales & Distribution Strategy | Board Level Presentations | Marketing Strategy | Vendor Management | Product Innovation | Call Center Management | Continuous ImprovementMUTUAL OF OMAHA Executive Evaluation Simulation at Development Dimensions International (DDI), a prerequisite for Officer level external candidates. GENWORTH FINANCIAL Awarded Best Participant-Focused DC Communications by Plan Sponsor and Retirement Income Industry Association for the development of an interactive micro-site (2007).PRUDENTIAL FINANCIAL Awarded Print on Demand Initiative (PODi) “Best of Show” Award, Americas Region, out of 80 entries for Best Practice consideration for creating a fully integrated Content on Demand communication program; Signature℠ (2004)o PODi Executive Board members included Adobe, HP, IBM, NexPress, Pitney Bowes and Xerox.FIDELITY INVESTMENTS Recipient of two President's Awards, recognition by senior management for prior year's accomplishments. Recipient of Beyond the Call, national peer nominated award for Brokerage Call Center Representatives,

Listed skills include Pensions, Retirement, Investments, P&L Ownership, and 25 others.

Current workplace

John Corrieri, Mba, Ctfa's current company

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Saturna Capital
Saturna Capital
Vice President Employer Services
bellingham, washington, united states
Website
saturna.com
Employees
66
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9 roles

John Corrieri, Mba, Ctfa work experience

A career timeline built from the work history available for this profile.

Vice President Employer Services

Current
Saturna Capital

Bellingham, Washington, United States

Report to President & CEO. Hired to build out Employer based product line – 401(k), Cash Balance Plans & Health Savings Accounts (HSA) for a multi-billion-dollar niche, ESG focused, Mutual Fund company.

Sep 2020 - Present

Founder / Principal

Madison Ventura Financial Solutions

Greater Omaha Area

  • Established a financial services firm focused on supporting and delivering transparency and affordability in Defined Contribution plans for small to midsize companies and their employees.
  • Established book of business in first 6 months, developing and leveraging partnerships with Regional Investment Advisory and Insurance Agency.
  • Possibilities unKnownTM - Developed and created an online, value added retirement financial education program to drive employee engagement and participation for defined contribution plans.
Aug 2019 - Jun 2020

Company Officer & Divisional Leader, Vp Retirement Services

Mutual Of Omaha

Greater Omaha Area

  • Executive Leader with P&L responsibility for Defined Contribution Retirement Services Division (401k & 457b), providing strategic direction for Sales, Marketing, Client Services, New Business, Operations, Investments.
  • Creator and program sponsor of Imagine Retirement Right℠, Financial Psychology based program to address systematic employee avoidance of personal financial wellness. o 42.3% enrollment increase of previously unenrolled.
  • Architect of a division wide cultural paradigm shift from process/operational focus to a Customer Centric Culture.o Achieved 98% satisfaction rating from full-service Plan Sponsors and 72% recommendation rating by.
  • Focused Retirement Plan Product marketing around three pillars: Simplicity, Ease of Doing Business and Piece of Mind to leverage Mutual of Omaha brand while differentiating the 401(k) product.
Feb 2012 - Apr 2019

Vice President, New Business Development Leader, Institutional Retirement Group

Genworth Financial (Ge Capital Spinoff)

Richmond, Virginia Area

  • Reported to President, Institutional Retirement Group, hand selected as key member of CEO initiated task team to develop ClearCourse®, first variable guaranteed lifetime income investment option designed for Defined.
  • ClearCourse® the industry leader in 2011, successfully sold/implemented on eight DC record-keeping platforms vs. next closest competitor was only sold on two platforms.
May 2005 - Apr 2011

Vice President, Head Of Marketing, Institutional Retirement Group

Prudential Financial

Iselin, NJ

  • Provided executive leadership with budgetary responsibility for $19.5MM division leading teams in development and execution of marketing strategy for Defined Contribution offerings (401k, 403b, 457, Taft-Hartley)
  • Achieved 2003 sales of $4.1 billion (175% over 2003 goal and 310% YoY growth), realizing a 70% personal win rate at major finals presentations, including the State of NC $2.3 B plan.
  • Pioneered Signature℠, an award-winning, first to market, data-driven, Content on Demand participant education program.
Jun 1999 - Jun 2004

Director, Education & Enrollment

Prudential Financial
  • Led development and execution of consumer education programs designed to grow revenue in 401k programs.
  • Improved plan profitability, plan sponsor relationships, and drove client satisfaction above 95% by restructuring sales/marketing fulfillment process, implementing a focused training program.
Jul 1997 - Jun 1999

Director, Enterprise-Wide Project Management, Retail Division

Fidelity Investments

Greater Boston Area

Promoted to establish new project management team accountable for strategic positioning and management of large cross-functional projects/initiatives within Fidelity’s retail division.

Jun 1994 - Jun 1997

Account Officer, Firsco

Fidelity Investments

Greater Chicago Area

Supported Large Market (>$10 mil) 401(k) clients in the Midwest region.

Jun 1992 - Jun 1994

Call Center Manager, Premium Services Retail Brokerage

Fidelity Investments

Greater Boston Area

One of two managers chosen to spearhead a new department/initiative to service Fidelity’s high net worth retail clients (>$500,000 in assets).

Jun 1991 - Jun 1992
Team & coworkers

Colleagues at Saturna Capital

Other employees you can reach at saturna.com. View company contacts for 66 employees →

KG Koryn Gontarek Koryn Gontarek Colleague at Saturna CapitalHenderson, Nevada, United States, United States View → MS Monem Salam Monem Salam Colleague at Saturna CapitalBellingham, Washington, United States, United States View → RW Rochelle Wolber Rochelle Wolber Colleague at Saturna CapitalBellingham, Washington, United States, United States View → HW Hud Williams Hud Williams Colleague at Saturna CapitalRichardson, Texas, United States, United States View → ST Samar T. Samar T. Colleague at Saturna CapitalUnited States, United States View → JM Justice Mcpherson Justice Mcpherson Colleague at Saturna CapitalBellingham, Washington, United States, United States View → RW Ryan West Lytle Ryan West Lytle Colleague at Saturna CapitalBellingham, Washington, United States, United States View → WJ Will Jones, Cfa Will Jones, Cfa Colleague at Saturna CapitalBellingham, Washington, United States, United States View → JD Justin Daniels Justin Daniels Colleague at Saturna CapitalBellingham, Washington, United States, United States View → JT Jeff Tippie Jeff Tippie Colleague at Saturna CapitalBellingham, Washington, United States, United States View →
2 education records

John Corrieri, Mba, Ctfa education

FAQ

Frequently asked questions about John Corrieri, Mba, Ctfa

Quick answers generated from the profile data available on this page.

What company does John Corrieri, Mba, Ctfa work for?

John Corrieri, Mba, Ctfa works for Saturna Capital.

What is John Corrieri, Mba, Ctfa's role at Saturna Capital?

John Corrieri, Mba, Ctfa is listed as Vice President Employer Services at Saturna Capital.

What is John Corrieri, Mba, Ctfa's email address?

AeroLeads has found 1 work email signal at @saturna.com for John Corrieri, Mba, Ctfa at Saturna Capital.

What is John Corrieri, Mba, Ctfa's phone number?

AeroLeads has found 3 phone signal(s) with area code 804, 800, 708 for John Corrieri, Mba, Ctfa at Saturna Capital.

Where is John Corrieri, Mba, Ctfa based?

John Corrieri, Mba, Ctfa is based in Bellingham, Washington, United States while working with Saturna Capital.

What companies has John Corrieri, Mba, Ctfa worked for?

John Corrieri, Mba, Ctfa has worked for Saturna Capital, Madison Ventura Financial Solutions, Mutual Of Omaha, Genworth Financial (Ge Capital Spinoff), and Prudential Financial.

Who are John Corrieri, Mba, Ctfa's colleagues at Saturna Capital?

John Corrieri, Mba, Ctfa's colleagues at Saturna Capital include Koryn Gontarek, Monem Salam, Rochelle Wolber, Hud Williams, and Samar T..

How can I contact John Corrieri, Mba, Ctfa?

You can use AeroLeads to view verified contact signals for John Corrieri, Mba, Ctfa at Saturna Capital, including work email, phone, and LinkedIn data when available.

What schools did John Corrieri, Mba, Ctfa attend?

John Corrieri, Mba, Ctfa holds Mba, Business Administration from Babson F.W. Olin Graduate School Of Business.

What skills is John Corrieri, Mba, Ctfa known for?

John Corrieri, Mba, Ctfa is listed with skills including Pensions, Retirement, Investments, P&L Ownership, Cross Functional Team Leadership, Strategic Leadership, Product Development, and Product Marketing.

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