John Moraites, Cfp® work email
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John Moraites, Cfp® personal email
John is a founding partner in FIRM Consulting Group and a broad based impact leader with over 44 years as financial services leader with a focus on growth. He is responsible for providing business development within the professional services and advisory community to support their business clients. His primary work is in mergers and acquisitions of advisory practices. National and senior leadership roles in divisions of three global industry leaders: MetLife, American Express Financial Advisors and RSM McGladrey (lead the building of a 5B RIA), the fifth largest accounting firm. Proven record of continuous growth with national leadership experience. A team builder and leader with a strong bottom line orientation. Successful in identifying areas for growth and designing aggressive, comprehensive programs to open new markets, identify and obtain new large accounts, turn around stagnant or declining sales, and establish new business services. Consistently provided sound analysis and implementation methods to improve processes, productivity and profitability.Specialties: Strategic planning for Business development on a National basis, Mergers and Acquisitions on buy side relationships in wealth management in partnership with Alaris Acquisitions.
Raok Consulting
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Senior Consultant MergersRaok Consulting Jan 2022 - PresentTampa, Florida, United States
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Ceo/Managing PartnerFirm Consulting Group Nov 2007 - PresentTampaAs the employers' partner of choice, FIRM Consulting Group's mission is to be a catalyst for growth by reducing business expenses, administration workload and full HR support. We provide synergies among employers, vendors and third party brokers to improve the bottom line. Our holding company supports PEOAdvantage and HR-Shield as the key to driving cost reduction for companies.
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CeoVerterra Development Group Jan 2006 - Jan 2011Verterra Development Group is construction and development company based out of Charlotte, North Carolina. We have strived to bring energy-efficient and affordable homes to each buyer. Additionally, we have commercial partnership developments that incorporate our energy model.Verterra is an organization aimed at incorporating family values into your home purchasing and selection process. We work directly with the homeowners to make sure their home design needs are met and the home is within their financial budget. We have strategic partnerships with lenders, brokers and local banks who will aid in all of your financing needs.
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National Director Of Wealth ManagementRsm Mcgladrey Feb 2003 - Aug 2007Providing leadership to the Wealth Management organization of the fifth largest accounting firm. The focus is on the transformation of this business into a significant revenue contributor with the implementation of key business and sales standards. Engage the partners in a cross selling sales process plan. Implement a growth strategy with the recruitment and acquisition of wealth advisors and firms into our core business units nationally. The model has recently been recognized for Innovation by the AICPA. -
Senior Vice PresidentMetlife Sep 1997 - Dec 2000Reporting to the President of MetLife and Chairman/CEO of New England Financial, my responsibilities were those of a corporate officer for MetLife and encompassed the operational development of an alternative distribution system with financial planning as a platform. Additionally, I had full profit and loss responsibility for Fulcrum Financial Advisors broker dealer. -
Group Vice PresidentAmerican Express Financial Advisors (Now Called Ameriprise) Dec 1976 - Aug 1997During the course of my career at IDS, IDS American Express, and American Express Financial Advisors my career spanned various roles as an advisor to Group VP. During this time, I was involved in the innovation of financial planning, tax services, business growth development and recruiting.
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Police OfficerNew Orleans Police 1970 - 1977
John Moraites, Cfp® Skills
John Moraites, Cfp® Education Details
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Social Science/ Economics -
Financial Planning -
St. Aloysius High School
Frequently Asked Questions about John Moraites, Cfp®
What company does John Moraites, Cfp® work for?
John Moraites, Cfp® works for Raok Consulting
What is John Moraites, Cfp®'s role at the current company?
John Moraites, Cfp®'s current role is Senior Consultant.
What is John Moraites, Cfp®'s email address?
John Moraites, Cfp®'s email address is jo****@****grp.com
What schools did John Moraites, Cfp® attend?
John Moraites, Cfp® attended Loyola University New Orleans, College For Financial Planning, St. Aloysius High School.
What are some of John Moraites, Cfp®'s interests?
John Moraites, Cfp® has interest in Bso, Fantasy Football, Gardening, Traveling, Human Resources Outsourcing, Peo, Education, Environment, Hr Services, Human Resources.
What skills is John Moraites, Cfp® known for?
John Moraites, Cfp® has skills like Financial Services, Mergers, Leadership, Investment Advisory, 401k, Succession Planning, Thought Leadership, Strategic Financial Planning, Small Business, Financial Planners, Financial Advisory, Strategic Consulting.
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