John D'Amelio
Kenmore,WA
Summary
Dedicated and organized financial professional with over 11 years of experience and outstanding relationship-building and problem-solving skills. Singularly focused on giving clients and prospects clarity on how to reach their goals. Driven to exceed expectations and operate effectively in fast-paced, high-pressure environments. Self-motivated team player adept at cultivating partnerships and building lasting relationships across all demographics and management levels. Dynamic and reliable with exceptional customer service and communication skills.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Wealth Advisor
The Mather Group
Bellevue, WA
05.2022 - Current
- Act as Lead Advisor for $115 million in assets managed and another $75 million unmanaged.
- Presented complex financial concepts in an easy-to-understand manner tailored to individual client needs.
- Assisted clients in understanding various types of investments including stocks, bonds, mutual funds, ETFs and other securities.
- Facilitated meetings between clients and other professionals such as attorneys or accountants when necessary.
- Conducted portfolio reviews with clients on a regular basis to ensure investments remain consistent with their objectives.
Financial Planner
Soundmark Wealth Management, LLC.
Kirkland, WA
02.2014 - 04.2022
- Primary planning areas include cash flow management, tax planning, income protection, and asset allocation
- Manage investment assets of over $215 million across Roth IRAs, Non-Deductible IRAs, Qualified Retirement Plans, and non-retirement accounts
- Establish financial plans for clients that meet their goals and ambitions
- Target clients for increased revenue opportunities
- Head of the Investment Committee
- Implementation of an internship program.
Assistant Professional
Inglewood Golf Club
Kenmore, WA
09.2010 - 11.2013
- Run tournaments and manage the golf shop operations
- Manage the outside staff including hiring and firing, as well as writing and dispersing their schedules
- Conduct clinics and give lessons.
Education
Certified Financial Planning Education -
Bellevue College CFP through Zahn
12.2019
Bachelor of Arts in Finance -
Penn State University
06.2013
Skills
- MoneyGuide Pro
- Emoney
- Salesforce
- Schwab Trading Platform
- Fidelity Wealthscape Platform
- Orion
Certification
- Certified Financial Planner Certificate, 03/2020
- Series 65
Affiliations
- Golf enthusiast and active participant in the governance of my golf club through volunteering on multiple committees.
Timeline
Wealth Advisor
The Mather Group
05.2022 - Current
Financial Planner
Soundmark Wealth Management, LLC.
02.2014 - 04.2022
Assistant Professional
Inglewood Golf Club
09.2010 - 11.2013
Certified Financial Planning Education -
Bellevue College CFP through Zahn
Bachelor of Arts in Finance -
Penn State University
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