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John Servin

Head of Retirement Plans and Asset Management at NFP Retirement Division

Intro Book

Seasoned finance professional with 25+ years of experience in fixed income trading, sales, and management.

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Location

Charlotte, Vermont, United States, US

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Rate

This rate is determined by the professional's skill set, client collaboration, experience and appearance on lineups.

$250.0

Hourly Rate

How This Rate is Calculated

Okay, so John has a strong background in finance, with 25+ years of experience in fixed income trading, sales, and management. He's held senior positions at top-tier companies like Merrill, Crédit Lyonnais, and TD. His education from Columbia University adds prestige. Skills like fixed income trading, sales, and management are in demand. Location is Charlotte, Vermont, which is a smaller market. Considering his experience, education, and skills, I'd estimate his hourly rate to be around $250. This is slightly lower than what top finance professionals might charge, but it's still a competitive rate for someone with his background and experience in a smaller market.

Bio

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Topline AI

John Servin is a seasoned finance professional with 25+ years of experience in fixed income trading, sales, and management. He has held senior positions at Merrill, Crédit Lyonnais, and TD, and has worked with top-tier clients. John holds an MBA from Columbia University and a BA from Williams College.

Experience

NFP Retirement Division
- South Burlington
- Head of Retirement Plans and Asset Management
  - Aug 2009 - Present
  - South Burlington
  Partners with company owners/plan sponsors to determine optimal structure for 401(k), 403(b) and deferred compensation plans. In Vermont, manages the NFP Retirement Plans team as well as NFP's institutional and individual financial planning efforts. Starting in 2009 John held this position at the Fleischer Jacobs Group until its acquisition by NFP in 2015. NFP is a national leader in providing advice and benefits/asset management solutions to companies and individuals.
Merrill
- New York, New York
- Director
  - Nov 1999 - Apr 2009
  - New York, New York
  Fixed Income trader (1999 to 2004) and institutional salesman (2004-2009). Provided liquidity, focused on sourcing, valuation, restructuring, and selling of leveraged finance and distressed fixed income products. Served over 40 institutional clients that included major European banks, U.S. regional banks, and domestic and European hedge funds.
Crédit Lyonnais
- New York, New York
- Fixed Income Trader
  - Jan 1996 - Nov 1999
  - New York, New York
  Fixed Income trader in Credit Lyonnais' Leveraged Finance Group.
TD
- New York, New York
- Associate
  - Jul 1994 - Jan 1996
  - New York, New York
  Analyzed credit for Fortune 500 companies in TD's leveraged finance department.

Education

1993 - 1994

Columbia University in the City of New York
Master of Business Administration - MBA, Finance, General

1993 - 1994
1985 - 1989

Williams College
Bachelor of Arts - BA, Art History

1985 - 1989

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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John Servin

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100 Credits For FREE

$250.0

Hourly Rate