john yetman

co host

About

The Capitol Bay Group at Ameriprise Financial Services, Inc. provides financial planning services for middle market business owners and corporate executives. Middle market business owners and corporate executives can have many responsibilities and very little time. You need someone who is knowledgeable and can see the entire picture, get answers to your questions, and drill down on the details. We believe when it comes to financial planning, you need your business and corporate benefits to integrate with your personal plan. The Capitol Bay Group works with you and your business partners to design an overall plan that accounts for financial, tax, estate, investment, cash flow, retirement and succession planning strategies. Our team is experienced in helping you pursue your dreams and goals while helping you plan to simplify your life.

Country

united states

City

bethesda

Industry

media production

Skill

strategic planning, insurance broker/agent

Experience

co host

executive leaders radio

2017-5 - Present · 9 yrs 4 mos

senior vice president

morgan stanley

2008-12 - 2015-6 · 6 yrs 7 mos

While at Morgan Stanley We built our practice by supporting families and business through multiple outlets. Most notably, we developed a wealth management plan with a view towards structuring holdings to help minimize tax implications, we supported presale and Succession planning for businesses, and legacy planning.

senior investment advisor

ubs

2004-6 - 2008-12 · 4 yrs 7 mos

* Managed the Goddard/Yetman Group of UBS. Was selected to work with the General Electric and Intel Stock Plan Corporate Executive Services Group. * Taught workshops for: * The World Bank * The International Monetary Fund(IMF) * Bureau of National Affairs(BNA) * Organization of America States(OAS)

first vice president

wells fargo

2000-12 - 2004-6 · 3 yrs 7 mos

* Managed the Goddard/Yetman Retirement Group at Wachovia Securities * Taught workshops for: * The World Bank * International Monetary Fund(IMF) * Organization of America States(OAS) * Bureau of National Affairs(BNA) * Society of Human Resource Managers(SHRM)

branch manager

moors and cabot

1992-6 - 1998-12 · 6 yrs 7 mos

* Managed a 20 person office * Hosted Mid-Day Money Talk on WRC Radio * Taught workshoops for: * The World Bank * Bureau of National Affairs(BNA) * Society of Human Resource Managers(SHRM) * Discovery Channel * Charles E. Smith

financial advisor | managing director at ameriprise financial services, inc

ameriprise financial services, inc.

2015-6 - Present · 11 yrs 3 mos

Financial Advisor | Managing Director at Ameriprise Financial Services, Inc at Ameriprise Financial Services, Inc.

first vice president - investments

ubs

UBS works with private clients, institutions and corporations around the world to help answer some of life's questions – whether through expert wealth management advice, investment banking and asset management expertise, or general banking advice in Switzerland. We're a team of 60,000 colleagues, collaborating across all major financial centres in nearly 900 offices and more than 50 countries, and we've been recognised as being good at what we do (by Euromoney and many others). Universum rated us one of the world's most attractive employers in 2015 for the 7th year in a row. We help our talented colleagues answer some of life's questions too – by offering a supportive, challenging and diverse working environment that rewards passion, commitment and success.