Jon Burke work email
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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.
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Regional Director Vice PresidentGoldman Sachs Asset Management 2006 - 2015Greater Boston AreaConsult 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. -
Eastern Division ManagerCitigroup/Salomon Brothers Jan 2005 - Dec 2005Manage, 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. -
National Sales Manager/WholesalerDeutsche Bank/Scudder 1998 - 2004Boston And ChicagoNew 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. -
Regional Vice PresidentGt Global 1996 - 1998New EnglandConsult 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.
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Senior Regional Vice PresidentPutnam Investments 1984 - 1994Boston And Los AngelesConsult 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. -
Regional Sales DirectorFidelity Investments 1982 - 1984Boston And PhiladelphiaConsult with institutional investors and advisors representing Fidelity mutual funds and retirement plans.
Jon Burke Skills
Frequently Asked Questions about Jon Burke
What is Jon Burke's role at the current company?
Jon Burke's current role is Practice Management Director at Elements Consulting LLC.
What is Jon Burke's email address?
Jon Burke's email address is jo****@****ail.com
What skills is Jon Burke known for?
Jon Burke has skills like Mutual Funds, Series 7, Retirement Planning, Alternative Investments, Securities, Series 24, Wealth Management, Asset Management, Sales Management, Portfolio Management, Asset Managment, Presentation Skills.
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