Biography
John is a broad-based impact leader with over 40 years as a financial services leader with proven and measurable success. He has provided national leadership to the fifth largest accounting firm, RSM McGladrey, in the development of a major growth practice in Wealth Management Services that resulted in building a $5Billion wealth management national practice in just four years which included mergers.
John was with American Express Financial Advisors (currently named Ameriprise), and pioneered the innovation of financial planning and tax services acquisitions while leading several key business units to great success. As a Senior Vice President with MetLife, and president of a broker dealer, he successfully developed and merged a new distribution system and the centralized financial planning service system.
In all aspects of his role and specifically the past several years, he has been advising clients on mergers and long term growth strategies leveraging his deep knowledge of the industry and cultural dynamic fits for clients.
John is a graduate of Loyola University in New Orleans with a bachelor’s in social services and has attained the CFP© designation.