John Stackhouse Email and Phone Number
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In today’s ever changing world, I serve as a resource to my clients to help form a strategy for anything where their life and financial affairs connect.My areas of focus are:401k Roll-Over’sRetirement Income StrategiesPersonal InsuranceTreasury and Cash ManagementSaving for EducationMy passions are spending time with my family, cooking, fishing, golfing, reading and attending sporting events.Community InvolvementSouth Carolina Real Estate Commission Term: 2011-2015, 2016-2019, 2019-PresentBabcock Center Board of Directors Term: 2012-2014, 2015-2017(Board Chair) 2017-2019(Board Chair), 2019-PresentConnect with me if:*You have recently changed jobs and want advice on your retirement plan options*You are nearing retirement and would like a no obligation comprehensive wealth strategy*Are currently working with an advisor and simply want a second opinion*You are a CPA or Attorney looking for a quality resource for your clientsIf you wish to contact me for business reasons, please use the following email address: john.t.stackhouse@lpl.com . I cannot respond to any communications or questions about the financial services industry via LinkedIn.Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Palmetto Citizens Federal Credit Union and Palmetto Citizens Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Palmetto Citizens Investment Services, and may also be employees of Palmetto Citizens Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Palmetto Citizens Federal Credit Union or Palmetto Citizens Investment Services. Securities offered through LPL Financial Member FINRA/SIPCNot Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union| Deposits or Obligations | and May Lose ValueI am licensed to sell securities in the following states : SC, NC, FL, GA, AL, CA,CO,IL, LA,MI,OH,PA,TN,TX,VA
Palmetto Citizens Investment Services
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Palmetto Citizens Investment ServicesColumbia, Sc, Us
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Vice President Of Wealth ManagementPalmetto Citizens Federal Credit Union Sep 2022 - PresentColumbia, Sc, Us
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Assistant Vice President Commercial BankingFirst South Bank Jul 2010 - Jun 2011Commercial Banking Relationship Manager*Responsible for soliciting and servicing a variety of commercial loans. *Interviews applicants and recommends approval of customer applications for commercial loans.* Analyze applicant's financial status and credit to determine feasibility of granting loan request. *Approve loans within established lending limits or refer loans to loan committee for approval. *Verify loan agreements are complete and accurate according to policy.
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Senior Product Sales RepresentativeHumana Sep 2009 - Jul 2010Louisville, Kentucky, Us*Responsible for following up on generated leads and converting them to new business, expanding existing business, servicing customers and promoting all Humana MarketPointe products and services.*File daily and weekly sales reports.*Review contracts and prepare daily paperwork.*Enroll new memberships and ensure member satisfaction through quality customer service.*Obtain, qualify and follow up on new leads.*Attend company training to learn sales and management techniques. -
Assistant Vice President Corporate Sales/ Treasury ManagmentNational Bank Of South Carolina Jun 2005 - Sep 2009Columbus, Georgia, UsCalling on potential commercial and corporate banking customers within assigned territory * Making sales presentations to multiple decision-makers including C-suite* Establishing and nurturing corporate client relationships * Maintaining existing business and presenting new products * Preparing bids and price quotes * Provides support and service for the treasury and cash management needs of corporate banking clients. -
Commercial Banking Relationship ManagerNational Bank Of South Carolina Jul 2003 - Jun 2005Columbus, Georgia, UsCommercial Banking Relationship Manager*Responsible for soliciting and servicing a variety of commercial loans. *Interviews applicants and recommends approval of customer applications for commercial loans.* Analyze applicant's financial status and credit to determine feasibility of granting loan request. *Approve loans within established lending limits or refer loans to loan committee for approval. *Verify loan agreements are complete and accurate according to policy.*Maintenance of the database on the LAN of the Moody's Financial Analyst Credit System.*Conduct industry trend and peer analysis as well as portfolio analysis.
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Membership Sales Account ExecutiveColumbia Athletic Club Dec 2001 - Jul 2003UsFile daily and weekly club revenue reports. *Review contracts and prepare daily paperwork. *Enroll new memberships and ensure member satisfaction through quality customer service. *Obtain, qualify and follow up on new leads. *Attend company training to learn sales and management techniques. -
Assistant Camp Director/ CoachSixers Camps Jan 1996 - Jan 2001Responsible for reading applications and interviewing potential counselors * Employed and dismissed counselors * Organized and implemented activities for over 400 multi-national campers weekly. * Counseled up to 20 campers weekly in a live-in position. * Assisted in the contacting of NBA players to come in and talk to the campers.
John Stackhouse Skills
John Stackhouse Education Details
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Newberry CollegeSport And Fitness Administration/Management -
Synovus Leadership InstituteOrganizational Leadership
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University Of South CarolinaBanking
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Cardinal NewmanGeneral Studies
Frequently Asked Questions about John Stackhouse
What company does John Stackhouse work for?
John Stackhouse works for Palmetto Citizens Investment Services
What is John Stackhouse's role at the current company?
John Stackhouse's current role is Vice President of Wealth Management at Palmetto Citizens Federal Credit Union.
What is John Stackhouse's email address?
John Stackhouse's email address is jo****@****bia.com
What is John Stackhouse's direct phone number?
John Stackhouse's direct phone number is +180366*****
What schools did John Stackhouse attend?
John Stackhouse attended Newberry College, Synovus Leadership Institute, University Of South Carolina, Cardinal Newman.
What are some of John Stackhouse's interests?
John Stackhouse has interest in Children, Economic Empowerment, Politics, Human Rights, Animal Welfare.
What skills is John Stackhouse known for?
John Stackhouse has skills like 401k Rollovers, Portfolio Management, Investments, Mutual Funds, Wealth Management, Finance, Securities, Asset Management, Long Term Care, Equities, Asset Managment, Bonds.
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