John S Trettin is a skilled expert, who works in Wealthvest main office of which is in 311. on the position of Independent Consultant and Divisional Sales Manager since 2016. This expert has earned professional experience in more than nine positions at different companies. John S Trettin went to the Philadelphia University and got education there from 1995 to 1998. Langhorne, Pennsylvania is the area, where the professional was lastly known to settle. John's e-mail and phone are accessed through this website by request.
Name variants:
Johnn Trettin,
Jon Trettin,
Jack Trettin,
Jackie Trettin,
Jacky Trettin,
Johnny Trettin
Last updated May 26, 2024
Contact Information
Workplace
Independent Consultant and Divisional Sales Manager
Bozeman, MT
Industry
Financial Services
Colleagues
Work History
Independent Consultant and Divisional Sales Manager
2485 Manley Rd, Bozeman, MT 59715
from Feb 2016
President
Offering strategic advisory services to market financial products in the RIA’s, Independent Broker Dealers and Wirehouses channels. February 2016 - Exclusive contract with Wealthvest Marketi...
from Jan 2016
Vice President
525 Bigham Knoll Dr, Jacksonville, OR 97530
Wholesale mutual funds and separate managed accounts to the RIA and independent broker dealer channel.
Aug 2013 — Nov 2015
Assistant Vice President Investment Consultant
2020 Calamos Ct, Naperville, IL 60563
Wholesale mutual funds and separate managed accounts to RIA's and independent broker dealer channel. Covering the east coast from Virginia to New York.
Aug 2011 — Aug 2013
Regional Vice President - Nj and Pa
400 east 4Th St, Cincinnati, OH 45202
Working with independent and regional broker dealers.
Oct 2010 — Aug 2011
Regional Vice President - New Jersey
6620 west Broad Street Rd, Richmond, VA 23233
Oct 2004 — Jul 2010
Regional Marketing Director - Michigan
900 Tamiami Trl north, Naples, FL 34102
Dec 2003 — Nov 2004
Education
1995 — 1998
Occupations
Executive
Chairperson
Independent Consultant
Sales Manager
Sales Director
Accountant
Finance and Accounting Specialist
Sales Specialist
Agent
Chief Executive
Counselor
Advisor
Accounting Bookkeeper
Bookkeeper
Sales Representative
Skills
Series 7
Mutual Funds
Annuities
Series 63
Investments
Asset Management
Asset Allocation
Equities
Financial Markets
Public Speaking
Consultative Selling
Financial Analysis
Wholesaling
Problem Solving