With more than 10 years’ experience as a top producer in the field of credit union investments, John’s focus since 2004 has been providing value-added advice, service and products exclusively to credit unions. As an Institutional Fixed Income Sales Representative, he collaborates directly with CEOs and CFOs to identify, recommend and implement client-based, risk-appropriate portfolio strategies and securities.
Prior to joining Balance Sheet Solutions, John was with CU Investment Solutions, Inc. Before that, he served as the Senior Investment Representative with Credit Union Brokerage Services. John began his career as a Financial Advisor with UBS Financial Services, Inc. in Boston.
John holds a B.A. from the University of Vermont and an M.B.A. from Boston College. He is a CFA charter holder and member of The Boston Security Analysts Society, Inc. and the CFA Institute. John holds his Series 7 and 66 through ISI.
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