John Feldman

John Feldman Email and Phone Number

President and Chief Operating Officer at Boom Planning and Canvas Financial @
John Feldman's Location
Cincinnati, Ohio, United States, United States
John Feldman's Contact Details

John Feldman work email

John Feldman personal email

n/a

John Feldman phone numbers

About John Feldman

John Feldman offers products and services using the following business names: Boom Planning/Canvas Financial – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC (www.finra.org and www.sipc.org) – securities and investments | Ameritas Advisory Services (AAS) – investment advisory services. AIC and AAS are not affiliated with Boom Planning/Canvas Financial.Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation. Information posted to this site by 3rd parties or links to 3rd party sites are not created or endorsed by AIC, AAS or their representatives. Their information is believed to be from reliable sources; however, their content cannot be guaranteed.All of the endorsements and/or client testimonials posted on this LinkedIn page are unpaid and unsolicited. The experiences and views shared do not necessarily represent the perspectives or experience of all clients. Any review or discussion of individual investments and/or performance or results should not be construed as indicative of the experience of all clients, nor does it offer any assurance or indication of future results.

John Feldman's Current Company Details
Boom Planning and Canvas Financial

Boom Planning And Canvas Financial

President and Chief Operating Officer at Boom Planning and Canvas Financial
John Feldman Work Experience Details
  • Boom Planning And Canvas Financial
    President And Chief Operating Officer
    Boom Planning And Canvas Financial Jan 2019 - Present
    San Francisco, Ca
  • Boom Planning
    President And Chief Operating Officer
    Boom Planning Jan 2019 - Present
    San Francisco Bay Area
  • Boom Planning
    Chief Operating Officer
    Boom Planning Aug 2015 - Present
    San Francisco Bay Area
    Responsible for working with team to provide world class support to our clients and ongoing growth for our firm.
  • Fishtank Consulting, Llc
    Business Owner
    Fishtank Consulting, Llc Jan 2019 - Present
    Guilford, In
    Helping financial advisers, firms, and their team members grow...
  • Ameritas Investment Corporation
    Assistant Vice President & Sales Director
    Ameritas Investment Corporation Jun 2006 - Aug 2015
    Cincinnati, Ohio Area
    Responsible for Broker/Dealer sales growth which includes oversight of internal and external sales support for field force of 1500 Registered Representative and 700 Investment Advisers. Also managed firm Practice Management initiatives including product platform. Served as firm relationship manager for field of advisers as well as third party strategic partners.
  • Ameritas Investment Corp
    Sales & Practice Management Director
    Ameritas Investment Corp 1988 - Aug 2015
    Cincinnati, Oh
    Manage product and technology platforms as well as responsible for internal and external sales teams. Responsible for sales growth and support for field over 1300 reps and advisors
  • Carillon Investments Inc
    Assistant Vice President & Marketing And Sales Director
    Carillon Investments Inc Jan 2004 - Jun 2006
    merged with Ameritas Investment Corp in 2006)Day to day responsibilities include: • Broker/dealer sales growth• Promotion, education, and internal/external sales support for field force of Representatives and Investment Advisors• Perform case consultation and proposal creation services• Editor for monthly broker/dealer newsletter• Broker/dealer web site manager• Broker/dealer national/top producer meeting• Presenting sales concepts at broker/dealer and agency conferences• Relationship management of broker/dealer strategic partnerships• Negotiation of clearing firm contract• Presenting broker/dealer and RIA capabilities to prospective agents of parent Union Central Life Insurance Co.
  • Carillon Investments Inc
    Assistant Vice President
    Carillon Investments Inc Jul 1996 - Jan 2004
    Day to day responsibilities include:• Managing broker/dealer trade desk• Supervising new business processing • Overseeing service department including client service representatives• Being face to the field from a trading, new business, and service perspective• Presenting as needed at agency meetings
  • Union Central Life Insurance Co
    Product Development
    Union Central Life Insurance Co Jan 1995 - Jul 1996
    Day to day responsibilities include:• Being part of team responsible for creating, testing, and bringing to market proprietary Variable Universal Life product• Overseeing product investment features and model office testing
  • Union Central Life Insurance Co
    Team Manager
    Union Central Life Insurance Co Feb 1988 - Jan 1995
    Day to day responsibilities include:• Managed client service representative team – new business, service, and financial transactions (trades)• Managing over multiple product lines and plans - Variable, SPDA, and SPIA – Non qualified, IRA, 403(b), RP

John Feldman Skills

Series 7 Retirement Planning Mutual Funds Fixed Annuities Series 63 Securities Alternative Investments Series 24 Investments 401k Retirement Investment Advisory Wealth Management Series 6 Asset Allocation Iras Insurance Disability Insurance Life Insurance Series 65 Etfs Investment Strategies Asset Managment Financial Advisory Portfolio Management Equities Bonds Separately Managed Accounts Financial Services Asset Management Finra Fixed Income Investment Management Operations Management Relationship Management Sales Uniform Combined State Law Financial Planning Management Finance Business Development Strategy Risk Management Securities Regulation Trading

John Feldman Education Details

Frequently Asked Questions about John Feldman

What company does John Feldman work for?

John Feldman works for Boom Planning And Canvas Financial

What is John Feldman's role at the current company?

John Feldman's current role is President and Chief Operating Officer at Boom Planning and Canvas Financial.

What is John Feldman's email address?

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What is John Feldman's direct phone number?

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What schools did John Feldman attend?

John Feldman attended Xavier University.

What skills is John Feldman known for?

John Feldman has skills like Series 7, Retirement Planning, Mutual Funds, Fixed Annuities, Series 63, Securities, Alternative Investments, Series 24, Investments, 401k, Retirement, Investment Advisory.

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