John M.

Regional Business Development Manager at Edge Strategy Group
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us****@****om
(386) 825-5501

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Experience

  • Edge Strategy Group
    • Regional Business Development Manager
      • Jun 2021 - Present

      Westport, Connecticut, United States

  • Pledge Project
    • United States
    • Retail
    • Founder
      • Jan 2020 - Present
  • OutSecure Inc
    • United States
    • Information Services
    • Member - Board of Advisors
      • Oct 2020 - Present

      New York City Metropolitan Area

  • NoneSuch Global
    • United States
    • Consumer Services
    • Managing Principal
      • Apr 2018 - Present

      New York City Metropolitan Area

  • EASTON VOLUNTEER FIRE CO 1 INC
    • Firefighter
      • Mar 2021 - Present

      Easton, Connecticut, United States

  • Private Wealth Management
    • Financial Services
    • 1 - 100 Employee
    • Senior Financial Advisor
      • Feb 2019 - Jul 2020

      Fairfield County, Connecticut, United States

  • WealthEdge Investment Advisors
    • Senior Investment Officer; Senior Advisor
      • Nov 2015 - Apr 2018

      New York, NY Senior Investment Officer & Senior Investment Advisor for diverse client base at a Boutique NYC RIA. Executive member of the Investment Policy and Due Diligence committees.

  • Strategies for Wealth
    • United States
    • Financial Services
    • 100 - 200 Employee
    • Managing Director - Investments
      • Dec 2012 - Nov 2015

      NY Metro

  • Wells Fargo Advisors
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Advisor / Vice President - Investments
      • Jan 2009 - Dec 2012
  • Banc of America Investments
    • Financial Advisor Wealth Management
      • 2006 - 2009
  • Morgan Stanley Smith Barney
    • United States
    • Portfolio Manager / Financial Advisor
      • 1994 - 2006

Education

  • Rutgers University
  • Yale University
    Certificate in Financial Markets
    2019 - 2019
  • ESSEC Business School
    Certificate
    2020 - 2020
  • IBM
    Certificate
    2020 -
  • College for Financial Planning
    Accredited Wealth Management Advisor Candidate
  • Management & Strategy Institute
    Certificate
    2018 -
  • Bergen Catholic High School

Community

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