John M. Tabb Iii, Cfp® Email and Phone Number
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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.
Modern Capital Inc.
View- Website:
- moderncap.com
- Employees:
- 23
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Chief Operating Financial OfficerModern Capital Inc.Charleston, Sc, Us -
Chief Product OfficerQuestis Feb 2023 - Aug 2023New York City, Us -
Chief Executive Officer / Co-FounderQuestis Sep 2021 - Feb 2023New York City, Us -
President And Co-Founder / Head Of ProductQuestis Jan 2015 - Oct 2021New York City, UsQuestis helps businesses become life-changing employers by helping employees solve the root causes of financial stress. -
Senior Financial AdvisorQuestis Advisor Partners Sep 2010 - Jan 2014Recommended 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.
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Financial AdvisorMerrill Lynch Feb 2008 - Sep 2010New 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. -
Project ManagerBeazer Homes May 2005 - Feb 2008Atlanta, Georgia, UsManaged 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 -
Financial Management Program - Summer AssociateGeneral Electric May 2003 - Aug 2003Boston, Ma, UsFixed Income Risk Managment Associate
John M. Tabb Iii, Cfp® Skills
John M. Tabb Iii, Cfp® Education Details
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Virginia Tech - Pamplin College Of BusinessFinance -
Virginia TechConstruction 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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