Jon Stricker, Cfp® Email & Phone Number
@thrivent.com
2 phones found area 612
LinkedIn matched
Who is Jon Stricker, Cfp®? Overview
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Jon Stricker, Cfp® is listed as Financial Services Professional at Thrivent, a with 6869 employees, based in Palm Harbor, Florida, United States. AeroLeads shows a work email signal at thrivent.com, phone signal with area code 612, and a matched LinkedIn profile for Jon Stricker, Cfp®.
Jon Stricker, Cfp® previously worked as Director - Retirement Services at T. Rowe Price and Vice President Retail Services at T Rowe Price. Jon Stricker, Cfp® holds Bachelor Of Science (B.S.), Economics from University Of Florida.
Email format at Thrivent
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AeroLeads found 1 current-domain work email signal for Jon Stricker, Cfp®. Compare company email patterns before reaching out.
About Jon Stricker, Cfp®
Accomplished Financial Services Executive with 24+ years’ sales and service leadership in mutual fund and financial planning arena. Adept at developing and communicating sound financial planning imperatives through client partnerships, joint field work and mutual accountability. Expertise delivering measurable cost savings and efficiency gains through project management, coaching / development and Six Sigma oversight.Proficient In:▪ Strategic Financial Analysis and Retirement Planning▪ High Value Client Acquisition ▪ 401k / Retirement Plan Portfolio Administration▪ New Business Initiatives ▪ Call Center Leadership ▪ Risk Management and ERISA Oversight▪ Corporate Regulatory Compliance Contact Information: jlsstricker@hotmail.com
Listed skills include Mutual Funds, Financial Services, Leadership, Series 7, and 21 others.
Jon Stricker, Cfp®'s current company
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Jon Stricker, Cfp® work experience
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Financial Services Professional
CurrentNo matter what your goals, achieving them requires preparation and planning. I will help you assess your current situation and develop a financial strategy that's customized for you. From strategies to help you grow your assets to preparing for retirement, I'll help you make informed decisions to stay on track with your goals. As a Fortune 500 not-for-profit membership organization, Thrivent Financial helps its members achieve financial security by offering a broad range of products and services. What makes us different is what makes us strong. Because Thrivent Financial is membership-owned, we don’t answer to shareholders. We make decisions based on our members' best interests. In addition, we make it easier for you to help your congregation and community through outreach programs and activities.
Director - Retirement Services
Directed strategy and execution of operational aspects of 401k book of business for 400+ large, mid, and small market plans with several billion dollars in assets and varied participant count / complexity. Led daily operations and professional development of 5 group managers, 15 supervisors, 210 associates and $22M budget. Processed >1M transactions per year for clients including plan wide exchanges, salary contribution files, distributions, and loans in client administration, prospect meetings, transactions, and control.
Vice President Retail Services
Led strategic operations for ACD call center, supporting call and internet platforms. Supported clients ranging from core to preferred and high net worth retail and brokerage clients, averaging >1M calls per year for phone centers and >3M hits per year for internet platform. Oversaw 2 group managers, 15 supervisors and 200 inbound and outbound service associates with $20M budget and call centers regionally located in CO, MD, and FL for Retail Services, Brokerage and State of Alaska 529 and T. Rowe Price 529 plans.
Vice President Retail Sales
Designed, built, and launched new revenue channel in partnership with peer on VP Executive Team. Formulated and executed strategic plans for Retail Sales call centers with >$10M annual budget. Oversaw daily work functions and project initiatives for department of 2 group managers, 10 supervisors and 115 ACD inbound / outbound sales associates in 3 sites in FL, MD and CO for Retail Mutual Funds, Brokerage and Advisory Services.
Colleagues at Thrivent
Other employees you can reach at thrivent.com. View company contacts for 6869 employees →
Ali Bolger
Colleague at ThriventSioux Falls, South Dakota, United States
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Mitch Kallemyn
Colleague at ThriventWashington Dc-Baltimore Area, United States
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Johanna Munoz
Colleague at ThriventSt Paul, Minnesota, United States
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Heather Foyt, Almi, Cspo
Colleague at ThriventEau Claire, Wisconsin, United States
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Stephanie Shields, Cfp®, Ricp®
Colleague at ThriventCosta Mesa, California, United States
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Anthony Vece
Colleague at ThriventLake Oswego, Oregon, United States
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Marlisse Guest
Colleague at ThriventAppleton, Wisconsin, United States
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Stephen Hoerig
Colleague at ThriventNewton Falls, Ohio, United States
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Kevin Liesch
Colleague at ThriventUnited States
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Alicia Scott Lundal
Colleague at ThriventMadison, Wisconsin, United States
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Jon Stricker, Cfp® education
Bachelor Of Science (B.S.), Economics
Associate'S Degree, Business/Commerce, General
Frequently asked questions about Jon Stricker, Cfp®
Quick answers generated from the profile data available on this page.
What company does Jon Stricker, Cfp® work for?
Jon Stricker, Cfp® works for Thrivent.
What is Jon Stricker, Cfp®'s role at Thrivent?
Jon Stricker, Cfp® is listed as Financial Services Professional at Thrivent.
What is Jon Stricker, Cfp®'s email address?
AeroLeads has found 1 work email signal at @thrivent.com for Jon Stricker, Cfp® at Thrivent.
What is Jon Stricker, Cfp®'s phone number?
AeroLeads has found 2 phone signal(s) with area code 612 for Jon Stricker, Cfp® at Thrivent.
Where is Jon Stricker, Cfp® based?
Jon Stricker, Cfp® is based in Palm Harbor, Florida, United States while working with Thrivent.
What companies has Jon Stricker, Cfp® worked for?
Jon Stricker, Cfp® has worked for Thrivent, T. Rowe Price, and T Rowe Price.
Who are Jon Stricker, Cfp®'s colleagues at Thrivent?
Jon Stricker, Cfp®'s colleagues at Thrivent include Ali Bolger, Mitch Kallemyn, Johanna Munoz, Heather Foyt, Almi, Cspo, and Stephanie Shields, Cfp®, Ricp®.
How can I contact Jon Stricker, Cfp®?
You can use AeroLeads to view verified contact signals for Jon Stricker, Cfp® at Thrivent, including work email, phone, and LinkedIn data when available.
What schools did Jon Stricker, Cfp® attend?
Jon Stricker, Cfp® holds Bachelor Of Science (B.S.), Economics from University Of Florida.
What skills is Jon Stricker, Cfp® known for?
Jon Stricker, Cfp® is listed with skills including Mutual Funds, Financial Services, Leadership, Series 7, Risk Management, 401K, Strategy, and Management.
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