Experience

Credit Union Trust

• United States
• Banking
• 1 - 100 Employee

• Vice President & Senior Trust Specialist

  • Jan 2019 - Present

  Seven innovative credit unions have joined together to establish the first ever trust bank in the state of Michigan, called Credit Union Trust. As Vice President, John will be responsible for developing trust and investment programs. Multiple credit unions affiliated with LPL Financial, the largest independent broker dealer in the country* will join together to provide investment services to their membership. * As reported by Financial Planning magazine, June 1996-2019, based on total revenue. Securities offered through LPL Financial, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured Credit Union Trust deposits and are not FDIC insured. These products are not obligations of the Credit Union Trust and are not endorsed, recommended or guaranteed by Credit Union Trust or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. 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 LPL Financial registered representative associated with this page may only discuss and/or transact business with residents of the following states: MI Show less



America Group Retirement Strategy Centers

• 28411 Northwestern Highway 12th Floor, Southfield MI 48034

• Client Relationship Manager

  • Jan 2017 - Present

  As Client Relationship Manager, my role includes supporting the concierge of services and solutions for financial needs of high-net worth clients. I work to advance the needs of clients through full implementation of LPLs Investment and Financial Services Program. Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. 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. Show less



Bank of Ann Arbor

• United States
• Banking
• 100 - 200 Employee

• Director of Business Development

  • Jan 2017 - Mar 2018



B² Investment Group located at Bank of Birmingham

• Birmingham, Michigan

• Wealth Advisor and Senior Vice President

  • Mar 2015 - Jan 2017



J.P. Morgan

• United States
• Financial Services
• 700 & Above Employee

• Vice President

  • Aug 2013 - Jan 2015



Talmer Financial located at Talmer Bank

• 2301 W Big Beaver Troy, Mi 48084

• Managing Director

  • Jan 2011 - Aug 2013



The PrivateBank

• Managing Director

  • Apr 1997 - Dec 2010



Comerica Bank / Manufacturers Bank

• Vice President

  • Sep 1971 - Mar 1997