John Pomeroy Email & Phone Number

Experienced, licensed senior banking, insurance, and financial representative seeking position working within securities or banking to help accounts capitalize on investments and long-term recommendations. Expertise includes Allstate insurance franchise owner (valued at $5MM), retail & commercial branch management, lending, & operations, wealth strategy, financial planning, and account management. Assistant Vice President M&T Bank | Relationship Banking & Financial Services Representative | Banking & Financial Investments ManagerEmail: john.pomeroy@lpl.comLicenses: • FINRA Series 6, 63 • FINRA Security Industry Essentials • Life, Accident, & Health • Property & Casualty Lines Insurance• Notary PublicCore Competencies:• Individual & Business Account Management • Business & Commercial Relationship Banking• Branch Operations • Wealth Strategy • Personal & Commercial Lines Insurance• Variable Annuity Investment • Financial Planning• Retirement & College Savings InvestmentsSecurities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Member FINRA/SIPC. finra.org sipc.org.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Listed skills include Banking, Customer Service, Financial Analysis, Credit, and 9 others.

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  Rockland Community College