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Bio

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John Pedreros is a seasoned financial professional with expertise in investments, CRM, marketing, project management, and asset management. He holds various certifications, including Six Sigma Yellow Belt, CFA Institute Investment Foundations, and FINRA Series 7, 6, and 63 licenses.

Credentials

  • Six Sigma Yellow Belt Certified (SSYBC)
    The Council for Six Sigma Certification (CSSC)
    Jan, 2019
    - May, 2026
  • CFA Institute Investment Foundations™ Program
    CFA Institute
    Apr, 2013
    - May, 2026
  • Investment Foundations® Certificate
    CFA Institute
    Apr, 2013
    - May, 2026
  • Investment Foundations® Certificate
    CFA Institute
    Apr, 2013
    - May, 2026
  • Series 7
    FINRA
    Sep, 2013
    - May, 2026
  • Series 6
    FINRA
    Jun, 2000
    - May, 2026
  • Series 63
    FINRA
    Jun, 2000
    - May, 2026

Experience

    • Director, Client Success Manager - Enterprise, Mid-Market Asset Managers & Hedge Funds

Suggested Services

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Industry Focus. “Financial Services”

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