John Wellington Email and Phone Number
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KWM VISION: A supercharged Leadership Development Factory -- we develop Level 5 Leaders!KWM MISSION: We provide advice that brings you Confidence, Simplicity, and SuccessKWM VALUES: Family, Integrity, Leadership, Security, HappinessKWM PURPOSE: We help our employees and clients attain happiness and become better human beingsKWM TAGLINE: We prepare our clients for the certainty of uncertainty
Kuttin Wealth Management
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Chief Operating OfficerKuttin Wealth Management Feb 2021 - Present
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Financial AdvisorOpus: Advice First, A Private Wealth Advisory Practice Of Ameriprise Financial Services, Inc. Mar 2019 - Jan 2021
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Enterprise Sales DirectorQuovo Apr 2017 - Jan 2019New York, UsResponsible for full life-cycle of technology sales to financial institutions, banks, broker-dealers, asset managers and large technology platforms from opportunity origination to close. Provide deep expertise in analyzing complex concepts and turning them into easily understood solutions. Quovo is a data platform providing insights and connectivity for millions of financial accounts across thousands of institutions. With industry-leading RESTful APIs, modular applications, and enterprise solutions, Quovo provides investors with a 360-degree view of their finances. -
Vice President - Solutions GroupBroadridge Financial Solutions Apr 2014 - Mar 2017New York, New York, UsAs a member of the Solutions Group, responsible for enhancing and delivering Wealth Management Technology, Operations, and Front Office Solutions to self-clearing broker dealers. Provided subject matter expertise during all phases of the client life-cycle and provides connectivity among Sales, Account Management and Product Development teams. -
Account OfficerJp Morgan Jun 2008 - Mar 2014New York, Ny, UsSenior Relationship Manager for the top fully-disclosed clearing clients of J.P. Morgan. Provided thought leadership and consulting to the firm's principal owners and C-suite executives. My job was to "deliver the firm" and ensure that my clients were aware and utilized all the capabilites of our clearing platform and of the broader J.P. Morgan Investment Bank. -
Managing DirectorBear Stearns (Purchased By J.P. Morgan) Apr 2007 - Jun 2008Hired by Bear Stearns Clearing Corp. into a newly created role of Account Officer. Responsibility for working with the key Broker Dealer clearing clients in a consultative, relationship management role
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Chief Administrative OfficerAdvest, Inc 2005 - 2006UsSelected by CEO to facilitate active participation on Executive Committee. Directed 200-member staff across Connecticut and New York City in multiple functional areas including Brokerage Operations, Credit & Lending, Client & General Services, NYSE and AMEX floor trading operations, Institutional Operations, Facilities, Warehouse, and IT. Served on Advest Group Board and Executive Committee. Managed 6 direct reports and $10M+ budget. Reported to CEO.Key Achievements:• Successfully re–engineered business process identifying inefficiencies, reducing headcount and optimizing services offered by clearing partners. • Spearheaded voice of customer initiative into all service standards and implemented line of business SLAs. Improved operational efficiencies and customer satisfaction.• Delivered in less than 1 year more than $750,000 in savings by profitably negotiating contracts with new vendors for listed equity and options execution.• Maximized relationship with First Clearing Corp. (FCC) clearing services by selecting supplementary operational functions to outsource to FCC’s back office. -
Director - Wealth Management & Advisory ServicesAdvest, Inc 2000 - 2005UsLed 15 advisory professionals to assist FA’s in delivering high-end financial solutions to clients through comprehensive financial planning and cross-selling. Managed $3M budget and all life insurance marketing and operations. Developed, trained, and coached FA’s in practice management.Key Achievements: Drove 1,000% increase in revenue from $850K to $8.6M within three years by creating vision and values, defining and communicating available services to advisors, and providing high-end education and software tools to FA’s. Grew financial planning from 800 to 6,300 plans in three years through successful development and launch of financial planning desktop suite; achieved 75% initial utilization with 50% utilization sustained. Improved client services by implementing new advisory services concept that broke down silos and instituted product diagnostic approach to client consultations. Collaborated with select colleagues to create curriculum and deliver instruction for high-end, exclusive, two-year training program, Advest Institute, held at Harvard. Maintained competitive position in market by leading department to sponsor and train 175+ FA’s for Accredited Asset Management Specialist (AAMS) designation through College for Financial Planning. FA’s have achieved 97.2% pass rate since introduction of designation program.
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Branch ManagerSmith Barney 1993 - 1997New York, Ny, UsPromoted from VP/Sales Manager to lead 27 financial consultants at two locations in business development and sales. Managed $1.6M in fixed expenses. Provided oversight and direction for total staff of 40 personnel. -
Financial AdvisorMerrill Lynch 1984 - 1993New York, Ny, UsFirst quintile producer all years, President’s Club Member, $650K in production and $70M in client assets in 1993.
John Wellington Skills
John Wellington Education Details
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Middlebury CollegeCreative Writing -
The London School Of Economics And Political Science (Lse)Economics
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Lewisburg Area High SchoolHigh School Diploma
Frequently Asked Questions about John Wellington
What company does John Wellington work for?
John Wellington works for Kuttin Wealth Management
What is John Wellington's role at the current company?
John Wellington's current role is Kuttin Wealth Management is a Barron's Hall of Fame Private Wealth Management practice at Ameriprise. I am responsible for operations, technology, HR and expense management..
What is John Wellington's email address?
John Wellington's email address is jo****@****dge.com
What is John Wellington's direct phone number?
John Wellington's direct phone number is +120325*****
What schools did John Wellington attend?
John Wellington attended Middlebury College, The London School Of Economics And Political Science (Lse), Lewisburg Area High School.
What are some of John Wellington's interests?
John Wellington has interest in Economic Empowerment, Health.
What skills is John Wellington known for?
John Wellington has skills like Wealth Management, Management, Business Development, Leadership, Investments, Training, Public Speaking, Team Building, Finance, Risk Management, Business Process Improvement, Business Analysis.
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