John M. Email and Phone Number
With a robust footing in the banking sector, my journey has evolved into a strategic role at Paradigm Pros, where I leverage my experiences and credentials to steer impactful project implementations. Specializing in small business banking, lending, and investments; my approach is anchored in fostering strong, enduring relationships and driving client success.At Wells Fargo, I thrived as a Senior Premier Banker, honing my proficiency in household growth and development. The experience enriched my skill set, allowing me to deliver tailored financial solutions and exceed client expectations consistently. This foundation of excellence and ethical practice underpins my commitment to advancing both my clients' and my organization's aspirations.
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Chief Executive OfficerParadigms Pro Oct 2023 - PresentAtlanta Metropolitan AreaWith over a decade of experience serving affluent segment with assets between $250,000 and $5 million at leading financial institutions, I've honed my skills in business consulting, financial planning, investment strategies, and wealth management. My FINRA Series 7 (Gold Standard license for financial advisors). and Life Insurance licenses, combined with my Georgia Real Estate license, provide a unique perspective that enables me to deliver comprehensive and personalized financial solutions. I am passionate about helping clients achieve their financial goals and build a secure future. -
Senior Premier BankerWells Fargo Dec 2021 - Oct 2023Atlanta, Georgia, United States -
Wealth Management Banking SpecialistMerrill Lynch Feb 2021 - Dec 2021 -
Wealth Relationship ManagerCiti Aug 2017 - Oct 2020 -
Chase Private ClientJpmorgan Chase & Co. Jan 2012 - Aug 2017 -
Head CoachDownstate Juniors Volleyball Club 2011 - 2013 -
Client Relationship AssistantEcs Fin 2010 - 2012 -
Customer Service RepresentativeGeico 2006 - 2009
John M. Education Details
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International Business
Frequently Asked Questions about John M.
What company does John M. work for?
John M. works for Paradigms Pro
What is John M.'s role at the current company?
John M.'s current role is Owner @ Paradigm Pros | Insurance Agency and Wealth Consultant.
What schools did John M. attend?
John M. attended Southeastern University.
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