John Marlis

John Marlis

Financial Planner
Milwaukee, Wisconsin, United States

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Work Experience

Prudential Financial

Financial Planner

2017-10-01 - Present

MassMutual

Financial Services Representative

2016-07-01 - 2017-10-01

MetLife

Financial Service Representative

2011-10-01 - 2016-07-01

Aegis Wealth Advisors

Financial Consultant

2009-05-01 - 2011-10-01

HSBC / Household Finance

Sr. Account Executive

2004-07-01 - 2009-04-01

Rockland International

Acct Exec

2003-06-01 - 2004-03-01

Shorewest Realtors

Marketing

2000-01-01 - 2001-01-01

Skills

financial services investment management life insurance retirement benefits group benefits annuities mutual funds technology financial wellness inclusive culture purpose driven organization

Languages

English