John M Benevides is a high-level professional, who works in E*Trade as a Senior Manager Relationship Management - Executives Services from 2018. This expert has earned professional experience in more than eight positions at various companies. John M Benevides went to the Johnson & Wales University and received education there from 1999 to 2001. North Attleboro, Massachusetts is the area, where the professional was lastly known to live. This person's contacts are easily accessed through this website by request.
Name variants:
Johnn Benevides,
Jon Benevides,
Jack Benevides,
Jackie Benevides,
Jacky Benevides,
Johnny Benevides
Last updated May 27, 2024
Contact Information
Last Update
Jul 9, 2022
Email
jo**@etrade.com, jo**@cox.net
Location
North Attleboro, MA
Company
Workplace
Senior Manager Relationship Management - Executives Services
Industry
Financial Services
Colleagues
Work History
Vice President - Financial Consultant
211 Main St, San Francisco, CA 94105
Responsible for providing modern approach to wealth management and financial planning advice to individuals and families. Managing wealth holistically on behalf of clients include: retiremen...
Mar 2015 — Apr 2018
Vice President - Senior Institutional Relationship Manager, Sales and Trading
Feb 2012 — Mar 2015
Director of Sales and Product Management
1 Citizens Plz, Providence, RI 02903
Accountable for the leadership and direction of the sales and product sales management desk while directing the team in meeting fixed income and structured products wholesaling, distribution...
Jan 2010 — Jan 2012
Graduate School Adjunct Professor
8 Abbott Park Pl, Providence, RI 02903
Instructor of Investment and Portfolio Management and other business related courses
Jan 2010 — Jan 2012
Vice President - Senior Insitutional Relationship Manager
1 Citizens Plz, Providence, RI 02903
Held responsibility for $3B AUM team managed portfolio. Consultative selling of firm's buy side investment management capabilities and cash management services to commercial clients, institu...
Nov 2006 — Jan 2010
Managing Director and Group Vp, Brokerage Services and Capital Markets
1 Citizens Plz, Providence, RI 02903
Charged with directing the brokerage enterprise across all channels of the RBS Citizens footprint.
Apr 2001 — Nov 2006
Business Development Consultant
211 Main St, San Francisco, CA 94105
Devised, implemented, and coordinated short/long business strategies to promote the asset management, custody and clearing services to RIA and Institutional sector.
Jan 1990 — Feb 1995
Education
1999 — 2001
1994 — 1998
Occupations
Executive
Senior Manager
Accountant
Finance and Accounting Specialist
Vice President
Financial Broker
Financial Consultant
Investor
Operations Manager
Accounting Bookkeeper
Bookkeeper
Chief Executive
Financial Services Professional
Financial Services Sales Agent
Skills
Investments
Banking
Fixed Income
Portfolio Management
Asset Management
Leadership
Relationship Management
Management
Mutual Funds
Trading
Series 7
Business Development
Securities
Wealth Management
Risk Management
Project Management
Sales Management
Wealth Management Services
Strategic Financial Planning
Strategic Planning
Structured Products
Private Banking
Mergers and Acquisitions
Fixed Income Portfolio Management
P&L Management
Business/Revenue Growth
Sales and Product Management
Compliance
Private Wealth Management
Market/Risk Management
Training and Development
Staff Supervision
Client/Vendor Relations
Managed Money
Insurance
Estate Planning
Call Center Administration
Organizational Reengineering
Operations Management
Electronic Trading
Employee Stock Options
Options
Custodial Services
Holistic Financial Planning
Consultative Sales Professional
Non Profit Administration
University Teaching
Investment Strategies