John Finneran, CETF®

Lead a team of ETF and SMA Specialists across the Eastern U.S.

iShares Leader partnering with Wirehouse, Independent and Registered Investment Advisor Financial Advisors for the Philadelphia/Washington DC market

Central New Jersey and Northern Pennsylvania Wirehouse, Regional, and Independent Broker Dealers

Los Angeles and Las Vegas Wirehouse, Regional, and Independent Broker Dealers

Works an assigned geographic territory assisting an external wholesaler in retaining and growing financial advisor relationships. Together we develop and execute a business plan designed to grow our revenue by maximizing our territory sales, retaining and expanding our client base, and meeting all of our Firm’s objectives. Proactively conducts outbound sales calls, prospecting, generating leads, setting appointments, providing investment updates, rationale and fresh ideas for the clients to take action upon. Product lines include Mutual Funds and Exchange Traded Funds.

Co-Owner and Coach at Crossfit Ironborough Crossfit Level 1 Certification Crossfit Level 2 Certification Crossfit Football Certification

Crossfit Level 1 Certification Crossfit Coach's Prep Course Certification Crossfit Football Certification

Managed a Book of Business with 386 households with $255,000,000 in assets. Worked with individual retail clients to take them through a financial plan and assist with picking personalized investment solutions to help them reach their goals. #1 Account Executive in Atlantic Market for Peer Group, #7 in Country – 1st Half 2012 Consistently amongst the top reps for Tier 3 (Managed Money and Annuity) Sales and New Money Flows #1 Ranked Investment Representative for Mid Atlantic Region – 1st Half 2011 Led the Market in Tier 3 Sales (Managed Money and Annuity)

Designed and implemented sophisticated strategies to create, preserve and transfer wealth. I addressed issues such as financial planning, estate planning, business and strategic planning, stock option and diversification strategies, as well as charitable planning through the resources of Smith Barney and expertise of my specialists. Worked extensively with both retail and institutional clients for money management. Managed a Book of Business with $375,000,000 in assets under management. #1 Advisor in the Country for Assets under Management for my Peer Group Member of firm’s Blue Chip Council, given to top 10% of the advisors in their Peer Group Built my business through seminars, cold calling, networking and referrals.

I worked extensively with Financial Advisors to gather perosnal wealth information from their clients and put together a financial plan that they can use to help plan their financial futures.