John Schwalenberg is a qualified professional, who works in Financial Independence Group main office of which is in 636. as a Vice President - Strategic Development from 2018. This expert has earned professional experience in more than seven positions at different companies. John Schwalenberg went to the Collin College and received education from 2010 to 2010. Plano, Texas is the area, where this professional was known to settle. This expert's contacts are accessed through this website by request.
Name variants:
Johnn Schwalenberg,
Jon Schwalenberg,
Jack Schwalenberg,
Jackie Schwalenberg,
Jacky Schwalenberg,
Johnny Schwalenberg
Last updated May 24, 2024
Contact Information
Last Update
Jul 5, 2022
Email
js**@verizon.net, js**@aol.com, jo**@hotmail.com
Location
Plano, TX
Company
Financial Independence Group
Workplace
Vice President - Strategic Development
Work History
Vice President - Strategic Development
19520 west Catawba Ave SUITE 200, Cornelius, NC 28031
from Jan 2018
Practice Management Consultant
2711 north Haskell Ave SUITE 2900, Dallas, TX 75246
Feb 2011 — Jan 2016
Business Development Consultant
Charlotte, NC
My objective is to help financial professionals create a path to lasting business growth. Our 20.20 Process is a proprietary 5 step process that centers around the FP, their staff, and cente...
from Jan 2015
Institutional Equity Sales and Trading
800 Shades Creek Pkwy, Birmingham, AL 35209
Increased revenue 76% over 4 year period while customer base was contracting by 17%
Average revenue per customer grew by 114% during same 4 year period
Revenue generated from top 3 client...
Jan 2006 — May 2010
Institutional Equity Sales and Trading
1201 Elm St SUITE 3500, Dallas, TX 75202
Increased revenue 53% in one year through the use of multi-function marketing teams comprised of trading, sales, research analysts, and company managements
Executed corporate buy backs and...
Sep 2002 — Jan 2006
Institutional Equity Sales and Trading
Developed new territory from nil to $3.5 million in revenue over a 5 year period
Ranked in top 10% of sales traders based on matrix of revenue, P&L, and peer review
Employed team approach...
Apr 1996 — Oct 2001
Senior Equity Trader
Senior equity trader responsible for hedging a book of proprietary option positions
Expanded role to trading equity spreads and risk arbitrage
Designed and taught a class on NASDAQ tradin...
Jan 1987 — Jan 1996
Education
Occupations
Executive
Vice President
Accountant
Finance and Accounting Specialist
Management Consultant
Chief Executive
Accounting Bookkeeper
Bookkeeper
Management Analyst
Analysts
Skills
Trading
Real Estate
Negotiation
Capital Markets
Selling
Equities
Business Planning
Training and Development
Valuation
Market Analysis
Sales
Financial Analysis
Hedge Funds
Sales Management
Management
Financial Risk
Business Strategy
Bloomberg
Asset Managment
Series 7
Strategy
Business Development
Investments
Asset Management
Due Diligence
New Business Development
Portfolio Management
Marketing
Customer Retention
Relationship Management
Equity Trading
Employee Training
Real Estate Transactions
Strategic Financial Planning
Mutual Funds
Customer Service
Credit
Accounting
Finance
Alternative Investments
Insurance
Analysis
Program Management
Risk Management
Mergers and Acquisitions
Asset Allocation
Leadership
Investment Advisory
Sales Operations
Start Ups