As a Client Relations Manager for Veracity Capital, John supports the sales and service needs of Registered Investment Advisors and Custodian relationships including all after-market service, support, and relationship management to ensure a best in class client experience. He is also responsible for supporting strategic internal projects.
With almost a decade in the financial industry, John has developed a unique set of skills including relationship management, client servicing, and project management. Prior to Veracity Capital, he was a Financial Analyst at AYCO, a Goldman Sachs Company. In this role, John worked with high net worth individuals and executives of large companies, consulting on all aspects of their financial life including estate, tax, employee benefits, investment, and insurance planning. Later in his career, John changed his focus more toward investments and worked closely with high net worth and retired individuals in the Private Wealth Management Division.
John earned his bachelor’s degree in Business Administration from Kennesaw State University and his MBA from the University of Georgia.
- Series 7 and 66
- Life and Health Insurance licensed
- Variable Insurance licensed