John M. Tabb Iii, Cfp®

John M. Tabb Iii, Cfp® Email and Phone Number

Chief Operating Financial Officer @ Modern Capital Inc.
Charleston, SC, US
John M. Tabb Iii, Cfp®'s Location
Charleston, South Carolina, United States, United States
John M. Tabb Iii, Cfp®'s Contact Details

John M. Tabb Iii, Cfp® personal email

John M. Tabb Iii, Cfp® phone numbers

About John M. Tabb Iii, Cfp®

As co-founder of Questis, John leveraged his Certified Financial Planner™ credentials and extensive experience in the financial services industry to guide the company's vision and strategy. John has been involved in Questis since its inception in 2014, when he saw the opportunity to create a better way to help people achieve positive financial outcomes and address the epidemic of financial stress in the workplace.John has been a key contributor to Questis's growth and success, serving as CEO and CPO. During his tenure, he led the development and launch of a configurable financial wellness technology platform that enables retirement advisors and financial service providers to deliver personalized and scalable financial wellness programs to their clients. John also established and maintained multiple strategic partnerships with industry leaders and influencers, driving revenue and customer acquisition for Questis. John's mission is to empower people to take control of their financial well-being and achieve their life goals.

John M. Tabb Iii, Cfp®'s Current Company Details
Modern Capital Inc.

Modern Capital Inc.

View
Chief Operating Financial Officer
Charleston, SC, US
Website:
moderncap.com
Employees:
23
John M. Tabb Iii, Cfp® Work Experience Details
  • Modern Capital Inc.
    Chief Operating Financial Officer
    Modern Capital Inc.
    Charleston, Sc, Us
  • Questis
    Chief Product Officer
    Questis Feb 2023 - Aug 2023
    New York City, Us
  • Questis
    Chief Executive Officer / Co-Founder
    Questis Sep 2021 - Feb 2023
    New York City, Us
  • Questis
    President And Co-Founder / Head Of Product
    Questis Jan 2015 - Oct 2021
    New York City, Us
    Questis helps businesses become life-changing employers by helping employees solve the root causes of financial stress.
  • Questis Advisor Partners
    Senior Financial Advisor
    Questis Advisor Partners Sep 2010 - Jan 2014
    Recommended strategies clients could use to achieve their financial goals and objectives, including advice on debt management, cash management, investments and insurance coverage. Assisted in management of client investment portfolios. Performed regular due diligence on investment managers.
  • Merrill Lynch
    Financial Advisor
    Merrill Lynch Feb 2008 - Sep 2010
    New York, Ny, Us
    - Recommended strategies clients could use to achieve their financial goals and objectives, including advice on debt management, cash management, investments and insurance coverage. Assisted in management of client investment portfolios. Performed regular due diligence on investment managers.
  • Beazer Homes
    Project Manager
    Beazer Homes May 2005 - Feb 2008
    Atlanta, Georgia, Us
    Managed construction of quality homes in fast paced production environment. Delivered excellent customer service through regularly scheduled homeowner meetings. Ensured safety and overall appearance of assigned community
  • General Electric
    Financial Management Program - Summer Associate
    General Electric May 2003 - Aug 2003
    Boston, Ma, Us
    Fixed Income Risk Managment Associate

John M. Tabb Iii, Cfp® Skills

Investments Strategic Financial Planning Portfolio Management Finance Financial Advisory Risk Management Investment Management Wealth Management Retirement Planning Fiduciary Services Fixed Income Investment Strategies 401k Capital Markets Investment Advisory Alternative Investments Asset Management Asset Allocation Financial Services Retirement Financial Planning Management Strategy Leadership Graphic Design

John M. Tabb Iii, Cfp® Education Details

  • Virginia Tech - Pamplin College Of Business
    Virginia Tech - Pamplin College Of Business
    Finance
  • Virginia Tech
    Virginia Tech
    Construction Management

Frequently Asked Questions about John M. Tabb Iii, Cfp®

What company does John M. Tabb Iii, Cfp® work for?

John M. Tabb Iii, Cfp® works for Modern Capital Inc.

What is John M. Tabb Iii, Cfp®'s role at the current company?

John M. Tabb Iii, Cfp®'s current role is Chief Operating Financial Officer.

What is John M. Tabb Iii, Cfp®'s email address?

John M. Tabb Iii, Cfp®'s email address is jm****@****ail.com

What is John M. Tabb Iii, Cfp®'s direct phone number?

John M. Tabb Iii, Cfp®'s direct phone number is +175763*****

What schools did John M. Tabb Iii, Cfp® attend?

John M. Tabb Iii, Cfp® attended Virginia Tech - Pamplin College Of Business, Virginia Tech.

What are some of John M. Tabb Iii, Cfp®'s interests?

John M. Tabb Iii, Cfp® has interest in Health And Wellness, Business, Rotary International, Designers, Buffalo Trace Distillery, Digital Cameras, Health, Cooking, Education, Cameras.

What skills is John M. Tabb Iii, Cfp® known for?

John M. Tabb Iii, Cfp® has skills like Investments, Strategic Financial Planning, Portfolio Management, Finance, Financial Advisory, Risk Management, Investment Management, Wealth Management, Retirement Planning, Fiduciary Services, Fixed Income, Investment Strategies.

Who are John M. Tabb Iii, Cfp®'s colleagues?

John M. Tabb Iii, Cfp®'s colleagues are Melissa Hulett, Michael Lowenberg, Kristof Wild.

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