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Jon Burke is listed as Practice Management Director at Elements Consulting LLC based in Wakefield, Massachusetts, United States. AeroLeads shows a work email signal at goldmansachs.com and a matched LinkedIn profile for Jon Burke.
Jon Burke previously worked as Regional Director Vice President at Goldman Sachs Asset Management and Eastern Division Manager at Citigroup/Salomon Brothers.
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Practice Management Director, Coach and Business Development Officer with expertise in guiding successful wealth managers to build enhanced processes to gain efficiency, effectiveness and peace of mind as they grow individually or within a team to help their clients achieve their goals. Working with team leaders to increase productivity and enhance communication, clients see meaningful results from their efforts. Drawing on more than 25 years of advisor best practice, Jon provides insight and coaching to increase financial advisor's success with the Elements proven methodology. Jon is passionate about what makes each of us successful, in particular the modern Top Performing Advisor. Jon is engaged in one-on-one coaching, team development, Elements Advisor Training and Development programs as well as helping to strengthen institutional relations for the firm.
Listed skills include Mutual Funds, Series 7, Retirement Planning, Alternative Investments, and 12 others.
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Greater Boston Area
Consult with financial advisors and regional management in Greater Boston as the representative of GSAM mutual funds, separate accounts and alternative products. Bring relevant practice management solutions to advisors to help them be more effective and efficient with coaching and marketing advice.
Manage, motivate and lead fifteen wholesalers who were responsible for sales of mutual funds and separate accounts through financial advisors. Brought new practice management strategies to enhance wholesaler productivity with top advisors. Position eliminated due to Citi/Legg Mason asset swap.
Boston And Chicago
New England Regional Vice President and promoted to National Sales Manager for the Financial Advisor Division. Consult with financial advisors and regional management. Bring relevant practice management solutions to advisors and wholesalers to help them be more effective and efficient with coaching and marketing advice.
New England
Consult with financial advisors and regional management as the representative of GT Global mutual funds. Bring relevant practice management solutions to advisors to help them be more effective and efficient with coaching and marketing advice.
Boston And Los Angeles
Consult with financial advisors and regional management as the representative of Putnam mutual funds. Bring relevant practice management solutions to advisors to help them be more effective and efficient with coaching and marketing advice.
Boston And Philadelphia
Consult with institutional investors and advisors representing Fidelity mutual funds and retirement plans.
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Jon Burke is listed as Practice Management Director at Elements Consulting LLC.
AeroLeads has found 1 work email signal at @goldmansachs.com for Jon Burke.
Jon Burke is based in Wakefield, Massachusetts, United States.
Jon Burke has worked for Goldman Sachs Asset Management, Citigroup/Salomon Brothers, Deutsche Bank/Scudder, Gt Global, and Putnam Investments.
You can use AeroLeads to view verified contact signals for Jon Burke, including work email, phone, and LinkedIn data when available.
Jon Burke is listed with skills including Mutual Funds, Series 7, Retirement Planning, Alternative Investments, Securities, Series 24, Wealth Management, and Asset Management.
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