Jon Habel is a skilled professional, who works in Goldman Sachs main office of which is in 4. on the position of Vice President, Regional Director from 2019. This expert gained professional experience in more than five positions at different companies. Jon Habel went to the Southern New Hampshire University and got education from 2015 to 2019. This expert has such qualifications as Series 7, Series 66, and Series 24. Boston, Massachusetts is the city, where the professional was known to live. The person's email address and phone number can be accessed through this website by request.
Name variants:
John Habel,
Jonathan Habel
Last updated May 27, 2024
Contact Information
Workplace
Colleagues
Work History
Regional Investment Consultant
55 Water St, New York, NY 10041
Southeast Wholesaler for Standard & Poor's Investment Advisory Services. Strategies include ETF & Mutual Fund Strategist Portfolios as well as Equity SMAs. www.spiasllc.com
from Jan 2015
Regional Vice President - 401K
Responsible for leading AXA's 401(k) sales efforts throughout territory - IL, WI, MN, IA & MO. Focused on developing and growing 401(k) sales through the AXA Financial channel and select Thi...
Nov 2013 — Dec 2014
Retirement Plan Internal Wholesaler
601 Congress Street Brg, Boston, MA 02210
Develop & implement business strategies with the external wholesaler to engineer & execute marketing themes, programs, and sales strategies to maximize the achievement of territory sales go...
Jan 2012 — Nov 2013
Operations Analyst and Team Lead
197 Clarendon St, Boston, MA 02116
Ensured that all incoming work items were processed in a timely manner and tracked productivity of the Operations department -Part of the Transition Team – Working with Experienced Producers...
Feb 2009 — Jan 2012
Education
2015 — 2019
2004 — 2007
Occupations
Executive
Vice President
Region Manager
Accountant
Finance and Accounting Specialist
Counselor
Chief Executive
Area Manager
Managers
Accounting Bookkeeper
Bookkeeper
Advisor
Skills
Sales
401K
Wealth Management
Business Strategy
Mutual Funds
Management
Qualified Retirement Plans
Sales Operations
Marketing Strategy
Relationship Marketing
New Business Development
Sales Management
Fixed Annuities
Asset Allocation
Portfolio Management
Investments
Retirement
Retirement Planning
Financial Services
Series 7
Finance
Etfs
FAQs about Jon Habel
What is the main profession of Jon Habel?
This professional's job is Vice President, Regional Director
What jobs is Jon proficient at at?
Jon is a professional Executive and Vice President jobs.
Where does Jon Habel live?
Jon lives in Boston, Massachusetts.
What is Jon Habel's email?
Jon's email is jo**@spglobal.com.
Where did Jon Habel work?
Jon worked at Goldman Sachs, S&P Global Market Intelligence.
Where has Jon Habel studied?
Jon studied at the Southern New Hampshire University from 2015 to 2019.
Are there any certifications, that Jon Habel has?
Jon Habel received the following certifications: Series 7, Series 66, Series 24, and Life License.
What is the industry that Jon Habel worked in?
Jon works in Financial Services industry.