John F. is a Senior Financial Advisor at Wells Fargo at Wells Fargo Advisors.
-
Senior Financial AdvisorWells Fargo Advisors Nov 2024 - PresentSt. Louis, Missouri, Us -
Vice President - Investments Private Client AdvisorJp Morgan Wealth Management Mar 2021 - Nov 2024New York, Ny, UsElectronic Mail (E-mail) May Not Be Used for Trades, Transmission of Personal Information or Messages That Require Immediate Attention. J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co. (JPMC), which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered brokerdealer and investment adviser, member FINRA and SIPC. Insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. Certain custody and other services are provided by JPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. INVESTMENT AND INSURANCE PRODUCTS: ● NOT A DEPOSIT● NOT FDIC INSURED ● NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY ● NO BANK GUARANTEE ● MAY LOSE VALUE JPMC reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Communications are for US residents only, subject to the following disclosures: http://www.jpmorgan.com/pages/disclosures/email. The opinions expressed by the profile creator may not reflect those of JPMC. Any views/strategies described may not be suitable for all investors, nor should it be relied upon as investment advice, guidance or a recommendation to purchase, hold or sell any investment or strategy. JPMC will not accept any orders via LinkedIn or its messaging systems. JPMC does not provide tax or legal advice, and is not responsible for third-party posted content. Experience, skills or posts are not indications of future results. Additional important information: https://www.chase.com/personal/investments/important-information-linkedin © 2023 JPMorgan Chase & Co. All rights reserved -
Financial AdvisorRaymond James Jun 2019 - Feb 2021St. Petersburg, Florida, UsRaymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC -
Broker / Raw Material Purchasing ManagerPolytech Fibers Llc Jul 2018 - May 2019-Oversee entire raw materials and Material Requirements Planning. As leader, develop project plans with action steps and staff assignments,managing status meetings and project to completion. Provide strategic supplier analysis and recommend sourcing strategy resulting fromcompleted bid process.-Negotiate with suppliers to fully achieve cost objectives and obtain the best in class terms and conditions on supply agreements that favor theprocurement of all materials.-Perform cost analysis on materials based on market influencer and the world supply and demand to identify opportunities for cost reductions. Document performance to action plans and timelines for all assigned projects and profits.Selected Achievements-Increased the total monthly net profit from $100k to $500k from exporting.-Implemented new system of tracking material inventory vs pricing to analyze value trend and tight inventory to reduce waste.-Net-working and widen the supplier across the world to find a competitive price and quality materials.
-
Regional ManagerJoynus Nov 2015 - Jun 2018Direct and manage all matrix and operations for the entire branch of offices, Management Resources, Salary Professional Services for Joynus in South East Region.-Oversee business operations including compliance/new business; routinely visit clients to maintain relationships and grow the base; and build account plans for existing clients to address business development strategies.-Assess Risk and Opportunities for responsible branch offices to maximize company margins/profits.-Developed detailed forecast models against the budgets based on client production demands and key indicators.-Ad hoc analysis and performance reports to assist CEO in evaluating different branch offices across the nation and new businesses.-Variance Analysis on each client, including workers compensation net rate to provide tools to negotiate contracts for the managers. -Develop quarterly financial models for all offices to analyze our current positions and future planning.Selected Achievements-Increased net profit and drastically cut wasteful expenses by analyzing all the branch offices to provide operational efficiency.-Designed and implemented a new system to analyze current procedures to make them more efficient/cost effective.-Oversaw the budgeting plans for new business to San Francisco after obtaining a new contract with Tesla suppliers.-Developed an accurate cash flow analysis to help upper managements from over expanding the overall businesses.
-
Financial AnalystAberdeen Co., Ltd. Aug 2014 - Nov 2015-Partnered with multiple North American companies that were seeking expansion opportunities into Asian markets; negotiated contracts on investment deals, name branding/exclusive rights, and profit sharing; conducted research on targeted companies; and delivered presentations on market research, and packages available to clients.-Travelled across the country to meet with senior management teams and to collaborate on ideas and opportunities.Selected Achievements-Closed three contracts for the Asian market such as Hands on Children Museum, L Brand (Victoria Secret), and Mud Bay. -Persuaded investors to invest in future projects based on market research and an exclusive contract for the Asian market.-Built connections with C-level managers across North America for future opportunities. -Presented developments in the Asian Market to gain potential clients.
-
Financial Analyst/Metal TraderDreample Co., Ltd. Sep 2010 - Dec 2012Experience in trading physical LME standard Aluminum ingot P1020A. Responsible for purchasing and selling Aluminum ingot and negotiating yearly/quarterly contracts with traders in Asian markets. Conduct due diligence visits to various factories, meeting with senior managers and negotiate contracts terms to provide them with physical delivery.-Conducted trades of LME standard aluminum ingot P1020A; purchased/sold aluminum ingot; negotiated yearly/quarterly contracts with traders in Asian markets; performed due diligence visits to factories to meet with senior managers and negotiate contracts terms and to provide physical delivery; and collaborated with senior management on RFP responses. -Promoted to the Assistant Manager position, responsible for supervising/managing four Analysts.-Reviewed and presented Asian metal market analyses of historic supply and demand data to better allocate supplies. -Used an array of analytical techniques to buy/sell futures contracts on the LME to hedge against price volatility and speculation; negotiated annual and quarterly contracts with suppliers and purchasers. Selected Achievements-Developed efficiency initiatives/programs to improve time usage and costs to fulfill company goals.-Evaluated market trends and transformed complex data files into charts and tables for the Vice President. -Average profit increased 1.5% and lowered expenses; increased sales to 20K tons of physical aluminum ingot, T-bar, and sow.-Hedged/speculated metal prices on the London Metal Exchange (LME).
John F. Education Details
-
Penn State UniversityFinance
Frequently Asked Questions about John F.
What company does John F. work for?
John F. works for Wells Fargo Advisors
What is John F.'s role at the current company?
John F.'s current role is Senior Financial Advisor at Wells Fargo.
What schools did John F. attend?
John F. attended Penn State University.
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