Bio
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Topline AI
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
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Six Sigma Yellow Belt Certified (SSYBC)
The Council for Six Sigma Certification (CSSC)Jan, 2019- May, 2026 -
CFA Institute Investment Foundations™ Program
CFA InstituteApr, 2013- May, 2026 -
Investment Foundations® Certificate
CFA InstituteApr, 2013- May, 2026 -
Investment Foundations® Certificate
CFA InstituteApr, 2013- May, 2026 -
Series 7
FINRASep, 2013- May, 2026 -
Series 6
FINRAJun, 2000- May, 2026 -
Series 63
FINRAJun, 2000- May, 2026
Experience
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Director, Client Success Manager - Enterprise, Mid-Market Asset Managers & Hedge Funds
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Suggested Services
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Industry Focus. “Financial Services”
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